This is now visible on the member’s loan dashboard.  The Loan Details view now includes a detailed Arrears Breakdown with: In addition to the details, color code has also been added into the reports and system in general to make it easy and more exciting to interact with CAMS.
All reports can now be downloaded as PDFs. Unlike Excel or CSV, PDFs ensure reports remain finalized and secure from edits. The Sacco/ MFI can access several reports as indicated in the report’s menu. For instance, an admin would like to generate the savings report for a particular period, select the period, submit then download the report;…
We can be able to access these feature changes by logging into Wakandi admin panel, clicking onto Accounts then accounting from the side menu. Then choosing the Reports tab to access a drop down list of the reports. In the screenshot below, we chose the Owner’s Equity report then clicked into Options to reveal a…
The changes are visible in the reports. The sample of this can be accessed by clicking Loan under Reports from the side menu when you login. Choose Loan Officer Income report to view as the screenshot below. Feature Summary:In this feature, we introduce comprehensive income reports that provide detailed insights into income generated by each…
Initially, three separate reports were anticipated based on client-provided data, each focusing on different aspects of the portfolio. However, to streamline insights, we combined all essential columns into a single, unified report with filtering options by Branch and Loan Officer. This approach enables more efficient and flexible data exploration. Steps to access the Summarised Portfolio…
This new report offers a segmented view of revenue contributions, empowering branch managers and the executive team to make data-driven performance evaluations and strategic decisions. The income report provides detailed insights into income generated by each loan officer and branch.