In a significant enhancement to the Teller Module, a dedicated Expenses Report is now available, designed to streamline expense tracking for tellers. This new feature empowers tellers to independently monitor their recorded expenses, enhancing operational efficiency and oversight. What’s New The Expenses Report provides a comprehensive view of all expenses logged by the teller. Key…
We’re excited to announce an important enhancement to member statement printing! 🎉 Previously, some printed statements were missing the SACCO name and logo—details that are essential for maintaining a professional and credible presentation. We’ve now resolved this issue to ensure every printed member statement proudly displays your SACCO’s identity. 🏢🧾 This update brings: ✅ Just…
We have fixed an issue where the Fee Status Report showed mismatched balances that did not align with the Income Statement when filtered by a specific date range. Now, your reports are accurate, consistent, and fully aligned—ensuring smooth reconciliation and reliable financial reporting. To make fee tracking even easier, we have also added a loan…
We are excited to announce a significant enhancement to our Accrued Interest Report! This new feature now includes closed loans that were active during a selected date range, providing users with a more comprehensive view of interest accruals. What’s New? Benefits Take an example of the closed loan below; You will now be able to…
We’re excited to announce a significant update to our reporting system — Permission-Based Access for Reports! 🎉 With this new feature, users will now only be able to view reports that align with their specific roles and assigned branches. This enhancement is designed to bolster data security, reinforce accountability, and deliver a more streamlined, personalized…
We’ve enhanced the Summarized PAR Report by introducing a Date Filter and refining the Total Overdue field to ensure it accurately reflects overdue amounts—just like in the detailed PAR report. This update ensures consistent and reliable data, making your portfolio tracking more precise and insightful! Steps to access Summarized Portfolio At Risk Report To view…
We’ve implemented a single date picker across all types of Loan Aging Reports to ensure consistency in data reporting. Now, all reports reflect the same figures, enhancing accuracy and simplifying analysis. Steps on how to access the Loan Aging Reports 3. Click on the loan aging report of your choice then from there you will…
Key nine SASRA reports have been deployed to enable compliance and streamline reporting for financial groups in Kenya. The reports can be activated on the feature function for the SASRA regulated Non-WDT financial groups. Below is a sample report and it provides for the signature
The Summarized Portfolio at Risk Report consolidates key portfolio data into a single, unified report, replacing the need for multiple reports. This enhancement allows administrators to analyze risk data more efficiently using flexible filtering options by Branch, Loan Officer and Loan Product How to Access the Report Key Benefits of the Report
Overview Group reports give clear information about how each group is doing, helping admins make better decisions, ensure transparency, spot trends, and track performance over time. Below are the procedures to access the group report Steps to Access Group Reports: Group Names In Reports In addition to the above, a column titled Group that contains…