System Setup

For administrators: organisation settings, branches, users and roles, payment types, funds, notifications and backups.

Name, base currency, financial year, time zone, date format and accounting method for the whole institution.

Create business locations, and set each branch’s contact details and loan limits.

Create roles from permissions, add staff users, limit them to branches and turn on two-factor authentication.

Cash, M-Pesa, bank and cheque channels — and why the “is cash” flag matters for tellers.

Where loan money comes from, and why members borrow — both needed before you create loans.

Templates for SMS and email to members — receipts, reminders and approvals.

Capture extra information your institution needs on members and accounts.

Create, download and delete database backups.