September 2023

Changelog - Woodcore Product Updates 🌲

Welcome to the most recent advancements and refinements in the Woodcore product! We are excited to unveil new features, enhancements, and bug fixes aimed at elevating your user experience.

Kindly take a moment to explore the updates detailed below:


New Features 🎉


Loan Account: Add Loan Charge On The Take Action Menu

This feature was created to enable users to add miscellaneous or extra charges to an active loan account.

Navigate to an active loan and click the "Take Action" button. Select the "Add Charge" button to add charges to the active loan account.

Add charges to an Active loan account

Add charges to an Active loan account

Select the charge from the dropdown Charges parameter and also input an Amount. Click the "Submit" button to save the changes.

Select the charge

Select the charge

Savings Product Configuration: Clause For Interest Payment When Configuring A Savings Product

At the point of savings product creation or modification of an existing savings product, users are able to define a clause for interest payment, i.e., a number of withdrawals allowed for interest to be paid to a customer within an interest payment period.

Define Withdrawal Limit Number

Define Withdrawal Limit Number


Improvements 🚀


Display Narrations On The Ledgers Impacted By Manual Loan Disbursal Into A Linked Savings Account

The narration submitted by a user when disbursing a loan to a linked savings account now reflects on all the ledgers affected.

Active Loans: Add more loan payment information to Report

There are now additional fields in the active loans report. These fields show fees paid, fees outstanding, penalties paid, penalty outstanding, principal paid, principal outstanding, interest paid, and interest outstanding.

An active loan report with updated fields

An active loan report with updated fields

SCV Report: Update Account Number to Nuban

The NUBAN number is now used in the Account Number column instead of the Woodcore account number previously shown on the SCV report.

Account Nuban Number

Account Nuban Number

M&C Approval Request: Provide The Full Details Of A "Loan Creation" Action Request Viewed By The Checker

Checkers are now able to view important details of a "Loan Creation" action on the CBA, i.e., the details of a loan account creation initiated by a maker.

Checkers View For Loan Creation

Checkers View For Loan Creation


Bug Fixes 🐞


Loan Account: The Disbursal Icon on The Loan Table Returns A 404 Error

Users could not disburse loans with the loan disbursal icon on the table. Users can now do so successfully.

Datatables: Datatables In DropDown Format have the "ID" Displayed As The Selected Option Instead of the "Value"

The "Values," i.e., the items selected when editing a datatable, are now displayed instead of their "ID".

SCV Report: The Outstanding loan balances do not change regardless of the date selected

The outstanding loan balance field previously returned the same value no matter the date selected. The value now changes with the date selected.


API Updates ⚙️


Fetch gender When Retrieving a Client

The retrieve customer endpoint now includes fetching a client's genderempowering seamless client management.

Code & Codevalues

There are now endpoints to fetch codes and codevalues. Also, when using the get loops endpoint, you can now retrieve the codevalue id of a codevalue alongside its value. This feature gives better insight into the name of the codevalue and its corresponding id.


Thank you for your continued support and feedback. These updates enhance your Woodcore product experience, addressing issues and introducing new features to meet your needs. We hope you find these changes beneficial for your operations. Thank you once again for choosing Woodcore! 🌳