Reports
Comprehensive reporting system for financial tracking and compliance management.
Client Reports
Generate detailed reports on client information, loan history, and account status for better client management.
Regulatory Reports
Automated compliance reports for regulatory authorities and financial oversight bodies.
Loan Portfolio
Comprehensive portfolio analysis including loan distribution, risk assessment, and performance metrics.
Accounts & Finance
Financial statements and accounting reports for auditing and management decision-making.
Manage Accounts
Complete accounting and journal entry management system for financial transactions.
Chart of Accounts
Organize and manage all financial accounts with hierarchical structure and account classifications.
Accounting Rules
Define and configure accounting rules for automated transaction posting and reconciliation.
Journal Entries
Create, search, and manage journal entries with full audit trail and approval workflows.
Frequent Postings
Configure and execute frequently used posting templates for faster transaction processing.
Manage Products
Loan product configuration and management with flexible terms and settings.
Terms & Settings
Configure loan terms, repayment schedules, and product-specific settings.
Loan Tranche Details
Manage multi-tranche loan disbursements with customizable tranche conditions.
Guarantee Requirements
Define guarantee and collateral requirements for different loan products.
Charges & Overdues
Configure charges, penalties, and overdue management policies for each product.
Interest Recalculation
Automated interest calculation with support for various interest methods and schedules.
Accounting Integration
Link loan products to accounting entries for seamless financial reporting.
Manage Client & Loan Account
End-to-end client and loan account lifecycle management.
Create Client & Activate
Register new clients with KYC verification and account activation workflows.
Take Scoring
Perform credit scoring and risk assessment for loan eligibility determination.
Create Loan
Create new loan accounts with product selection and initial configuration.
Loan Disbursal
Manage loan disbursement process with multiple payment methods and tracking.
Loan Approval
Multi-level approval workflows for loan applications with configurable rules.
Repayment Management
Track and manage loan repayments with flexible payment schedules and methods.
Create Guarantor
Register and manage loan guarantors with guarantee documentation.
Organization Setup
Configure organizational structure and operational parameters.
Manage Offices
Create and manage multiple branch offices with location-specific configurations.
Manage Holidays
Define public holidays and non-working days for accurate date calculations.
Manage Employees & Users
Employee registration and user account management with role assignments.
Currency Configuration
Set up and manage multiple currencies with exchange rates and conversions.
Entity Data Checks
Validate and maintain data integrity across organizational entities.
Loan Provisioning Criteria
Configure loan loss provisioning rules based on regulatory requirements.
SMS Campaign
Send bulk SMS notifications to clients for loan updates and reminders.
Manage Funds
Track and manage organizational funds and capital allocation.
System Setup
Core system configuration and security management.
Managing Data Tables
Configure and manage system data tables for various business entities.
Manage Codes
Create and maintain system codes for standardized data classification.
Manage Roles & Permissions
Define user roles and granular permissions for access control.
Manage Score Card
Configure credit scoring models and risk assessment parameters.
Entity to Entity Mapping
Map relationships between different system entities for data consistency.
Account Number Preferences
Configure account numbering schemes and auto-generation rules.
Audit Trails
Track and monitor all system activities for compliance and security.
Maker Checker Tasks
Implement dual-control mechanism for critical transactions and approvals.
Manage Group & Loan Account
Group lending and collective loan account management.
Create Group
Register and manage group lending entities with member management.
Link or Create Client
Add existing clients or create new clients within group structures.
Attach Meeting
Schedule and track group meetings with attendance and minutes recording.
Bulk JLG Loan Application
Process multiple Joint Liability Group loan applications simultaneously.
Group Loan Application
Manage group-level loan applications with collective approval workflows.
Committee - Role
Define committee structures and assign roles for group governance.