Quick Start

Once your account has been created, here's a quick guide to setting it up. These steps will help you get started quickly.

Here are the steps to follow:

1. Add your branches. See Branch creation.
2. Add your staff Roles and Permissions. See Roles and Permissions.
3. Add branch units. Go to Admin>Manage Branches>Units to add units.
4. Add your staff. See Creating a user.
5. Add currencies. See Creating a currency.
6. Add Cash Accounts. Go to Accounting>Detail Accounts>. Click on Add Details Accounts button to add.
7. Add Loan Fees. See Creating loan fees.
8. Add Loan Products. See Creating a new loan product.
9. Add Client Types. See Creating Client Types.
10. Add Group Roles. See Creating group role names.
11. Add Group Types. See Creating Group Types.
12. Update Client Controls. See Clients Controls.
13. Update Group Controls. See Group Controls.
14. Add Client. See Client creation.
15. Add Group. See Creating Group.
16. Update Loans Controls. See Loan Controls.
17. Add Loan. See Creating a New Loan.
18. Add Payment. See Loan Repayments.