0 0 P0.

00

Dashboard

Clients < Total Employees Total Messages Branch Wallet

Loan Releases <

0 0 0 0
Loan Collections <

Due Dates
Total No. of Clients Total No. of Borrowers Missed Payment Alert Total No. of Delinquents
Savings <

Missed Payment P0.00 P0.00 P0.00 P0.00

Other Income

Expenses Loan Releases (Principal) Loan Releases (Charge) Loan Collection Loan Balance

Reports <
P0.00 P0.00 P0.00 P0.00
Email & Messages <

Staff Management <

Savings Deposit Savings Withdrawal Savings Balance Other Income
Admin Settings <

General Settings <

Logout
NAVIGATION BUTTON FUNCTION
Dashboard – as is

Clients
 Add New – adding the information of new admitted clients.
 List of Delinquents – dito makikita kung sino sino ang mga delinquent or pastdue clients.
 All Clients – List of clients that includes Borrowers and Savers. Dapat may filter for Borrowers and Savers Account
Loan Releases
 Add New Loan – to add new loan release
Loan Collections
 Add Payment – new payment will be recorded here by single entry
 Bulk Payment Update – para sa maramihan na pag update nang collections. Kasi pag marami ang nag bayad for that day, at least e encode lahat nang payment para
isang click lang nang save e na save na lahat nang collections that day.
Due Dates – dito makikita lahat nang due dates nang mga nag loan with Date Filter. At pwedeng e print kasi ito ang basis nang for collection. Example: I will search sinosino ang
. mag due form September 1-30, 2022, makikita ko ang Names, Due Date, Due Amount.
Savings
 New Deposit – new savings deposit will be recorded here by single entry
 Bulk Savings Update – same sa collection
 New Withdrawal– new savings withdrawal will be recorded here by single entry
Missed Payment – para sa mga hindi naka bayad during their due date
Other Income – dito namin ilalagay ang other income like, Insurance Collection, Membership fee and others.

Expenses – dito namin ilalagay ang mga expenses like, office supplies, cash assistance to clients, salary and others.

Reports
 Loan Releases – Lahat nang mga releases with date filter para ma check naming kung magkano at ilan ang release per day selected
 Loan Collection – same
 Savings Deposit – same
 Savings Withdrawal – same
 Other income – same
 Expenses – same
Email and Messages – as is
Staff Management
 New Employee – as is
 All Employees
Admin Settings
 Branch Wallet – super admin can only add transaction sa wallet. Like may dagdag na investment at withdrawal of investment.
 Add User Permission
 Edit User Permission

General Settings – as is
Logout
 PARA ITO SA ADD NEW CLIENT

Okay na tong image

Not Required

<<<<<<< Account number must start with 1000001

Required First Name Gender Required

Middle Name Not Required Middle Name Birthdate Required

Last Name Required Last Name ID Presented Required

Required Mobile Number ID Number Not Require

Email Address Not Required Email Guarantor Not Required

Complete Address
Required

CANCEL SAVE
 PARA ITO SA ADD NEW LOAN

Naka formula ito lahat,

auto compute
kumbaga

Account Number Select Account Number Active Loan Principal + Interest

Account Name Automatic once ma select ang account number Due Amount Monthly/Weekly Payment

Release Amount required First Due Date Monthly/Weekly Payment

Release Date Required (naka default ang date “Today”) Account Officer Ito yung Teller By
Nag send ako nito nang
Mode of Payment Weekly and/or Monthly Status Pending sample

Term But if weekly, automatic 23 weeks to pay Print Disclosure Statement

Interest Rate 5% per month, pero pag weekly and MOP, auto 15%

CANCEL SAVE
 PARA ITO SA ADD NEW PAYMENT (SINGLE ENTRY)

Account Number Select Account Number

Account Name Automatic once ma select ang account number

Payment Date Nka default and date “today” but still editable

Amount to Pay

Notes

CANCEL SAVE
 PARA ITO SA ADD NEW PAYMENT (BULK ENTRY)
ganito rin sa savings deposit bulk update

Account Number Account Name Payment Date Amount to Pay Short Notes

CANCEL SAVE ALL