September 2022
For the month of September, we worked on quite a lot of updates to make your experience better and your processes more seamless. Some of the most important features that were added or updated include the Account Officer Profitability Report, View Customer's Mandate & Account Balance from the Teller's Interface, and much more updates on our Teller module.
Read on to get a full grasp of our remaining updates!!
🎉🎉 New Features
Exciting additions have been made to our reporting module as we now empower you to get more insight into your business with new reports such as the Account Officer Profitability report, Account Officer CABAL report, and lots more.
See more details below!!
Account Officer Profitability Report
The Account Officer Profitability report is the latest addition to the report module as you can now view how profitable an account officer is by specifying the parameters for filtering in the modal.
To get an Officer profitability report, navigate to Reports >> Organization >> Officer Profitability Report on the console.
Input required parameters for officer profitability report
Input the required details in the modal shown after clicking on Officer Profitability and thereafter, click on the Run Report button to generate the report.
You can view the report after it has been downloaded successfully.
Account Officer Profitability Report
You can also fetch staff by branch i.e., select office first, then display staff based on the office selected.
Account Officer Summary Profitability Report
Similar to the Account Officer Profitability report, the Account Officer Summary Profitability Report is a reporting service that allows you to view a summary of an account officer's total profitability inclusive of total income from fees, total income generated, etc.
To get an Officer profitability report, navigate to Reports >> Organization >> Profitability Summary Report on the console.
Profitability Summary
Input the required details in the modal shown after clicking on Profitability Summary and thereafter, click on the Run Report button to generate the report.
Input required parameters
You can view the report after it has been downloaded successfully.
Account Officer Profitability Summary Report
Account Officer CABAL Report
Another new addition to our reporting module. The CABAL report allows you to effectively monitor your account officers.
To get an Officer CABAL report, navigate to Reports >> Organization >> CABAL on the console.
Select CABAL
Input the required details in the modal shown after clicking on CABAL and thereafter, click on the Run Report button to generate the report.
Input Details
You can then view the report after it has been downloaded successfully.
CABAL Report
ICAD Report
This is the newest addition to our regulatory reports. To get an ICAD report, navigate to Reports >> Regulation >> ICAD on the console.
Select ICAD Report
Input the required details in the modal shown after clicking on ICAD and thereafter, click on the Run Report button to generate the report.
The generated report is displayed below:
Portfolio Summary Report
To get a Portfolio Summary report, navigate to Reports >> Financial >> Portfolio Summary on the console.
Portfolio Summary
Input the required details in the modal shown after clicking on Portfolio Summary and thereafter, click on the Run Report button to generate the report.
Run Report
Report: Overdraft Accounts
This implementation allows you to get a report on Overdraft loan accounts on a specified date identified by the Date on parameter.
To get a report on overdraft accounts, navigate to the Reports tab in the navigation panel and then click on the Customer tab. A list of all customer type of reports would be displayed on the console, then, you can select Overdraft Accounts from the available options.
Select Overdraft Accounts
A modal would be displayed where you can then select the Date On, Office, and Generate_Type for the report.
Generate Overdraft Loans Report
Finally click on the Run Report button to generate the overdraft accounts report. The image below shows the generated overdraft loan accounts.
Overdraft Loan Accounts
Daily Transaction Report: Add Date Parameters
The daily transaction report has been equipped with the Start Date and End Date parameters to filter reports for a specific time period.
Generating a daily transaction report is achieved by navigating through Reports >> Organization >> Daily Transaction Report on the console.
Input Start Date & End Date
Input the necessary parameters alongside the Start Date and End Date as shown above and click on the Run Report button to generate a report.
An example of the downloaded daily transaction report is displayed below:
Daily Transaction Report
Tellers
New updates have been also been implemented to our Teller module, including updates on the Teller Manager and also the Teller UI to make tellers more efficient in performing their duties.
You can view the details below:
View Customer's Mandate & Account Balance from the Teller's Interface
A teller can now view a customer's mandate, alongside his/her savings account balance on the Teller UI.
On the teller dashboard, select the Transaction tab on the navigation panel. You can then search for a customer in the Search Customer field provided, select the particular customer from the options provided.
Search for a customer
After selecting the customer, you can view his/her mandate by clicking on the Mandate button as shown below:
View Mandate
Next, select the customer's savings account to view his/her balance.
Select customer's savings account
View customer's account balance on Teller UI
Teller: Withdrawal Limit
The withdrawal limit is a limit that governs withdrawal transactions performed by a teller. It is configured by the teller manager for each teller so that when the teller exceeds their limit during a withdrawal transaction, an approval request is sent to the teller manager for the transaction to be successful.
It is also important to note that the withdrawal limit varies for each teller.
Let's test out a scenario where we'll be making a withdrawal transaction of #200,000 from a teller that has a limit of #100,000 on the Teller UI.
Withdrawal Transaction
Select the Proceed button and confirm the details of the transaction.
Withdrawal successful and awaiting approval
Now, we'll take a look at the Teller manager dashboard to check on the teller request. Navigate to the Tellers tab in the Business section of the navigation panel, click on the Requests History button and select Action for the teller request you're trying to approve or reject.
Select Teller request
Approve Teller Request
Approval successful
🚀 Improvements
Teller UI: View All Transaction History
A teller can now view all recent transactions so that he/she can track all recent accounting operations.
To view all teller transactions, first log into the teller UI and navigate to Transaction on the navigation panel and select the View all Transactions button next.
Select View All Transactions
All teller transactions are displayed on the next page.
All Teller's Transactions
Download Loan Repayment Schedule
Your customer's loan repayment schedule can now be generated and downloaded in an electronic pdf format.
What this means is that a customer can have a better overview of how his/her loans would be repaid and the accompanying dates the loans are meant to be repaid.
Customer Loan Repayment Schedule
To download the loan repayment schedule, navigate to the customer account, then select the loan tab, a list of loans would be displayed.
You can then select the specific loan account, and select the Repayment Schedule tab. Finally, click on the Download button as seen in the image above, the loan repayment schedule would be downloaded in a .pdf format.
Loan repayment schedule
Restructure the role selection feature during new user creation and when editing the user's profile
This is an improvement to the current user creation OR user edit UI. To edit or create a new user, navigate to Users >> User & API Mgt.
Select User or Create New User
You can then proceed to select the user you wish to edit or you can click on the New User button. In this case, we'll edit an already existing user.
Click on the user and select the More dropdown and then select Edit Profile from the options.
You can then select roles and edit as best fit.
Select Roles
Edit Role
Click on the Done button to save changes.
Loan Purpose Dropdown
Users can now select a loan purpose when creating a new loan account for a client. The tenant/organization only needs to provide their desired codevalues (dropdown items) for the loan purpose field.
Select loan purpose
⛏ Fixes
Profit and Loss Report can now be downloaded
The profit and loss report can now be downloaded from the console as we've ensured that a fix was made for this report. Previously, on clicking on the download button for the report, the system goes blank.
To download a profit and loss report, navigate to the Financial Reports tab of the Report module on the navigation panel.
Select profit and loss
Input the required parameters and click on the Run Report button to generate the report. Download the report and then open it.
Run report
The downloaded profit and loss report can be viewed below:
Fixed Deposit Account Creation: Selecting lock in Period Type
Previously, on selecting create Fixed Deposit account, Days is automatically selected by default. Now, it is possible to select the lock-in period type which includes weeks, months, and years, manually on the console .
Create a new fixed deposit account by navigating to the customer and then, selecting the Fixed Deposit tab. Then click on the New Fixed Account button.
Create new fixed deposit account
Input all the required details and on filling out the Lock-In Period, you will find additional options as previously mentioned.
Lock-in Period