How to use this manual
What the Zung User Manual covers, how it is organised, and the conventions used on every page.
This manual explains how to run a microfinance institution or SACCO on Zung core banking — from first-time setup to the daily work of tellers, loan officers and accountants. It describes the screens and rules as they work in Zung today.
Who it is for
| Audience | Start with | Then read |
|---|---|---|
| Administrators — set Zung up and control access | Organisation settings | Branches, users and roles, products, accounting rules |
| Loan officers — register members and manage loans | Registering a member | Loan applications, approval, disbursement, repayments |
| Tellers — take cash in and out | Opening and closing a till | Deposits, withdrawals, repayments |
| Accountants — keep the books | Chart of accounts | Journal entries, provisioning, financial reports |
| Managers and boards — watch performance | Portfolio and risk reports | Executive hub, PAR, collections |
How each page is laid out
- A Where / Who box tells you the menu path and which roles normally use the feature.
- Numbered steps walk you through each task in the order the screen asks for it.
- Field tables explain every field on a form, whether it is required, and what it changes.
- Notes, tips and important boxes flag rules that are easy to miss — especially ones that affect money or the accounts.
Conventions
| You see | It means |
|---|---|
| A menu path: open Loans in the sidebar, then Manage products. | |
| required | Zung will not save the form without this field. |
| Member | A client of the institution. Some screens say client or contact; it is the same record. |
| Branch | A business location. Users only see data for the branches they are allowed to access. |
Note
Menus only show the modules your institution’s plan includes and the actions your role allows. If a menu in this manual is missing for you, ask your administrator — see Users, roles and permissions.
Related
- MFI glossary — definitions of PAR, provisioning, flat vs declining interest and more.
- Banking API reference — for developers automating the same tasks.
Something unclear or out of date? Tell us and we'll fix it.