Finance & Accounting

This collection of articles is meant for back-office staff (Finance & Accounting staff) at saccos who require access to the core engine to generate reports

22 articles

Written by Cynthia Wandia

Customizing Index Interest Rates & Tax Rates

Quick guide on how to customize index interest rates and tax rates

Written by Cynthia Wandia. Updated over a week ago

Interest Calculation Methods in Deposit/Savings Accounts

Quick guide on the supported interest calculation methods on Kwara

Written by Cynthia Wandia. Updated over a week ago

Setting up new loan products

Quick guide on how to set up new loan products

Written by Cynthia Wandia. Updated over a week ago

Interest Calculation Methods in Loans (Loan Products)

Quick guide on supported interest calculation methods on Kwara

Written by Cynthia Wandia. Updated over a week ago

Generating reports on active members

Quick guide on how to generate a report of your institution's active members

Written by Cynthia Wandia. Updated over a week ago

Generating Reports on Accounts pending approval

Quick guide on how to generate reports for accounts pending approval

Written by Cynthia Wandia. Updated over a week ago

Generating reports on inactive members

Quick guide on how to generate reports on inactive members

Written by Cynthia Wandia. Updated over a week ago

Generating Reports on Exited members (members who left the sacco):

Quick guide on how to generate reports for exited members

Written by Cynthia Wandia. Updated over a week ago

Generate a Report on Blacklisted Members

Quick guide on how to generate a report of blacklisted members

Written by Cynthia Wandia. Updated over a week ago

Generate transaction reports based on the transaction methods

Quick guide on how to generate reports based on transaction method (e.g Cheque deposits )

Written by Cynthia Wandia. Updated over a week ago

Generate a report based on disbursement activities

Quick guide on how to generate a report based on disbursement activities

Written by Cynthia Wandia. Updated over a week ago

Using Indicators to generate custom reports

Quick guide on how to use indicators to generate reports

Written by Cynthia Wandia. Updated over a week ago

Fund transfer

Quick guide on how to perform a fund transfer on Kwara

Written by Cynthia Wandia. Updated over a week ago

Lock a savings account

Quick guide on how to lock a member's savings (deposit) account

Written by Cynthia Wandia. Updated over a week ago

Post batch loan repayments

Quick guide on how to post batch loan repayments

Written by Cynthia Wandia. Updated over a week ago

Journal Entries

Quick guide on how to log journal entries

Written by Cynthia Wandia. Updated over a week ago

Accounting Reports

Quick guide on how to generate reports on Kwara

Written by Cynthia Wandia. Updated over a week ago

How to view the balances of your GL accounts (Chart of Accounts)

Quick guide on how to view balances of your GL accounts

Written by Cynthia Wandia. Updated over a week ago

Generate a statement for a GL/PL account

Quick guide on how to generate a statement for a GL/PL account

Written by Cynthia Wandia. Updated over a week ago

End of day actions

Quick guide on how Kwara handles the end of day actions for your organization

Written by Cynthia Wandia. Updated over a week ago

Custom Views

Quick guide on how to create custom views

Written by Cynthia Wandia. Updated over a week ago

End of day actions (Automatic vs Manual)

Quick guide on how end of day actions are handled on Kwara

Written by Cynthia Wandia. Updated over a week ago