Go-live checklist
Everything to set up — in order — before your first member walks in.
Work through this list in order. Each step depends on the ones before it: for example a loan product needs a currency, a fund and chart-of-account mappings.
| # | Task | Guide |
|---|---|---|
| 1 | Organisation name, currency, financial year and date format | Organisation settings |
| 2 | Create branches | Branches |
| 3 | Create roles, then users, and assign branches | Users, roles and permissions |
| 4 | Payment types (cash, M-Pesa, bank…) | Payment types |
| 5 | Chart of accounts | Chart of accounts |
| 6 | Loan funds and loan purposes | Funds and loan purposes |
| 7 | Loan charges, then loan products | Loan charges, Loan products |
| 8 | Savings charges, then savings products | Savings products |
| 9 | Vaults for each branch, then tellers | Vaults |
| 10 | SMS and notification templates | Notifications and SMS |
| 11 | Import members, opening balances and the active portfolio | Bulk imports and migration |
| 12 | Reconcile: trial balance and portfolio totals match your old system | Financial reports |
Tip
Do a full dry run in a test business first: import a sample of members and loans, post a day of transactions and check the trial balance before migrating everything.
Something unclear or out of date? Tell us and we'll fix it.