Most features may be carried out in a single or clicks. The device has a easy and clean person interface, with fine-exercise workflows taking you via all center processes, and applicable facts continually at your fingertips.

The device permits the seize of private records, specific identifiers, subsequent of family membersfolk details, enterprise records and lots more. You can add scanned pics or files to a client’s account. You also can upload your personal custom fields.

This device has bendy mortgage and financial savings module which you could modify or customise to fit your microfinance needs. Manageable fields consist of mortgage term, hobby rate, reimbursement schedule, hobby calculation method, fees and plenty of different options. Loan approval manner follows fine microfinance standards

You can configure your chart of debts with GL codes and hyperlink them to mortgage or financial savings merchandise and plenty of different relevant areas. Some magazine entries are automated like mortgage disbursements at the same time as a few may be delivered manually. You can locate numerous accounting reviews like trial stability, stability sheet and income and loss debts.

View and export excessive best reviews. Reports consist of borrower numbers, mortgage portfolio, arrears reviews, financial savings reviews, anticipated vs real payments, series sheets, provisioning and plenty of more

Manage customers conveniently. Set permissions for every group of workers function and manipulate what pages they could see. You also can set payroll in your group of workers. See audit path to test what your group of workers has been doing.