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The staff page in a loan management system is primarily used for creating new staff accounts within the system. This allows you to grant access to authorized personnel who will be involved in managing loans. Here's a breakdown of its purpose: New Staff...

Creating new customers is a key function of the customer page in a loan management system (LMS). But it actually offers a wider range of benefits for both borrowers and lenders. the customer page allows you to easily create new customer profiles within the L...

User can Manage holidays data on this module. These holidays are used when calculating the penalty of a loan. Functionalities User can see all the holidays on the Holiday List page. User can add/edit holiday details.  Holiday Date Event  

The currency rate page in a loan management system is like a foreign exchange translator for your loans. It helps you deal with loans in different currencies (like USD, LAK, THB)  Example: Imagine you have a loan in Thai Baht (THB) but your system tra...

This asset valuation page is designed to estimate the value of assets associated with specific customers. To begin the valuation process, you'll need to select a customer from the customer list. In other words, customer selection is the starting point for al...

In your loan management system, the broker acts as a bridge between borrowers and lenders. They don't directly issue loans themselves, but rather work to match borrowers with the most suitable loan options based on their financial profile and needs. Brokers ...

This module allows users to modify the details of assets in a contract after the contract has been created. This is likely targeted at situations where there might be errors or missing information in the initial contract. The module seems to be divided into...

This feature implies that when a user is adding a new prospect to the system, the system should automatically attempt to create a guarantor profile based on the provided mobile number. The user enters the guarantor's mobile number in the "Add Prospect" sect...

A loan prospect is essentially a potential borrower who has been identified as a suitable candidate for a loan. The loan prospect process involves identifying, assessing, and nurturing these potential customers to convert them into actual borrowers. Loan Pr...

Day 1 Session: 10/06/2024 Modules Holiday Currency Rate BCEL Currency Rate Staff Link: https://us02web.zoom.us/rec/share/dmqPbo_9_muBpNdNjdcpW9mX7WyhN0ytPebylIMkKsw0OVElHhYqNqsxBRpbe1y6.ZnxO_9xKnm6LRfBs Passcode: t1!G4cZw Day 2 Session:  11/06/2024...

The document creation process begins with the approval of a loan prospect and culminates in the activation of the loan contract upon disbursement approval. This process involves multiple stages of review, approval, and verification. Contract Approval Proces...

Our system all collection details are maintain with this module. There are 5 collection method 1 . Cash The cash collection method is a fundamental process for recording payments made in physical currency. It involves the receipt of cash, generation of ...

The Expense Module is a comprehensive system designed to streamline and manage the expense reimbursement process within an organization. It provides a structured framework for entering expenses, obtaining necessary approvals, and ensuring accurate and timely d...

Ringi List Page is designed to facilitate the management and tracking of Ringi/Expense documents. It provides a comprehensive overview of Ringi Status, allowing users to efficiently monitor and manage the document approval process.   The page is divided in...

The Account Code Module is a centralized platform designed to manage and organize account codes. It provides a comprehensive overview of account code information, allowing users to efficiently create, search, and update account codes. Account Code Search: All...

1. Introduction This document outlines the process of uploading and processing bank statements within our system. The primary goal is to automate the linking of bank statements to existing collections and create new auto-collections as needed. 2. Adding Bank...

Advance Taken The advance taken page design will incorporate a user-friendly interface to facilitate the addition of advance expenses. A key feature will be the ability to link these expenses to specific expense titles, streamlining the categorization and...

Upon successful disbursement, the system automatically generates and records the following journal entries: 1. Voucher Payment Bank Transfer: Debit: Expense Account (700001) Credit: Suspense Account (161999) Cash Disbursement: Debit: Expense Acco...