Documentation

• Creation of a preliminary account via mobile
• How to create a preliminary account via mobile ?
• How to activate a client's preliminary account via the bank …
• How to activate a preliminary account in case of document no…
• Creation of a preliminary account via web
• How to create a client account ?
• How To Manage Codes ?

• Loan Product Account
• What to know about loan product accounts ?
• Loan Account Fields
• How to create a loan product account ?
• How To Approve A Loan Account Application
• Savings Products Account
• How to create a savings product account ?
• Saving Account Fields
• Share Product Account
• How to create a share account ?
• Fixed Product Account
• How To Create A Fixed Deposit Account
• Reccurring Product Account
• How To Create A Recurring Account ?

• Charges
• How to create a charge ?

• Currency
• How To Create A Currency ?
• Manage Funds
• How To Create A Manage Funds ?

• Chart Of Accounts
• How to Create a Chart of Accounts?
• A Possible Accounting Spec
• 1.What Accounting rules?
• 2.The COA
• 3.Journal Entries
• 4.Accounting rules for Loans
• 5.Accounting rules for Savings
• 6.Closure Dates
• 7.Reports
• 8.Database changes

• Questions
• Fonctionnary Requirement
• Technical Requirement

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• Loan Products
• How to Approve a Loan Account Application?
• How to Add a Charge to a Loan Account
• How to Modify a Loan Account Application
• How to Delete a Loan Account Application
• How to Close a Loan Account
• How to Close a Loan Account as Rescheduled
• How To Reject a Loan Account Application
• How To Assign a Loan Officer
• How to Withdraw a Loan Account Application
• How to Add Collateral to a Loan Account
• How to Add/Remove/Modify a Guarantor to a Loan Account
• Track Loan Performance History
• How to Place Guarantee Funds On-Hold?
• How To Manage Loan Account Disbursment
• How To Manage Loan Account Disbursment
• How To Approuve a Loan Account Application
• Making Prepay Of The Loan
• How To Make Repayments On A Client Loan Account
• How To Waive Interest For A Loan Account
• How To Write-off A Loan Account
• How to Make Repayments on a Group Loan Account
• Using Collection Sheet Or Other Payment Types For Making Pay…
• How To Create Group Loan Account
• How to Process Bulk JLG Loan Application
• How to generate – Loan transactions report
• How To Reschedule Loan
• How to provide floating rates
• How to provide variable installments
• How to create new loan – Interest Recalculation
• Tranche loan process
• Loan with term vary based on loan cycle
• How to Prepay a Loan Account

• Phenix Tools
• Global Research
• Menu
• Profile
• Settings
• Language
• Date Format
• Help
• Sign Out
• Sign In Page
• Welcome Page
• Dashboard Page
• Side Bar – Features
• Keyboard Shortcuts
• Navigation Tool
• Checker Inbox & Tasks
• Configure Maker-Checker Tasks

• System
• Configure Maker-Checker Task
• How To Manage DataTable

• sms configuration
• How To Configure Message Gateway
• How To Configure Sms Campaigns

• Loan Products
• Loan product fields
• Recalculate Interest
• Additional Fields for Loans with Variable Terms based on Loa…
• Additional Fields for Installment Loans
• Additional Fields for Cash and Accrual Accounting
• How to create a loan product ?
• Flat interest calculation
• Declining Balance Interest Calculation
• Interest Amount Recalculation for Loan Accounts
• Savings Products
• How to create a savings product ?
• How to Calculate and Account for Savings Interest ?
• Saving Product Fields
• Additional Fields for Cash Accounting
• Shares Products
• How to create a shares product ?
• Dividends
• Fixed Deposit Products
• How to create a Fixed Deposit Products ?
• Fixed Deposit Products Field
• Savings Interest Calculation and Posting
• Interest rate chart with amount range
• Reccurring Deposit Products
• How To Create A Reccuring Deposit Products ?
• Recurring Deposit Product Fields
• additional fields
• Interest rate chart with amount range
• Product mix
• How To Create A Product mix