● Organisation Contact, Currency and Timezone ● Index Interest Rates ● Transaction Channels ● Tax Rates --...
● Customized Labels ● Group Roles ● Client Types ────────────────────────────────────────────────────────────...
Overview Holidays and non-working days can define on which days there should be no loan account instalments...
To add the organization's Contact, Currency and Timezone information go to Administration > General Setting...
● Creating Branches ● Setting Holidays for Branches ● Edit a Branch ● Creating Centres ● Deactivating Bra...
● Overview ● Custom Field Sets ● Creating a new Custom Field ● Custom Field Types ● Custom Field Usage ● Edit ...
● Overview ● Creating a new ID template ● Editing / Removing an ID template ─────────────────────────...
To define specific controls that will secure the way clients and accounts are managed, go to Administration &g...
To define specific restrictions that will secure the way all users access the system, go to Administration >...
● Create New Users ● User Type ● Access Rights ● User Permissions ● Username and password ● Two-Factor Au...