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

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21 articles in this collection
Written by Stephen Njuguna

Customizing Index Interest Rates & Tax Rates

Quick guide on how to customize index interest rates and tax rates
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Written by Stephen Njuguna
Updated over a week ago

Interest Calculation Methods in Deposit/Savings Accounts

Quick guide on the supported interest calculation methods on Kwara
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Written by Stephen Njuguna
Updated over a week ago

Setting up new loan products

Quick guide on how to set up new loan products
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Written by Stephen Njuguna
Updated over a week ago

Interest Calculation Methods in Loans (Loan Products)

Quick guide on supported interest calculation methods on Kwara
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Written by Stephen Njuguna
Updated over a week ago

Generating reports on active members

Quick guide on how to generate a report of your institution's active members
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Written by Stephen Njuguna
Updated over a week ago

Generating Reports on Accounts pending approval

Quick guide on how to generate reports for accounts pending approval
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Written by Stephen Njuguna
Updated over a week ago

Generating reports on inactive members

Quick guide on how to generate reports on inactive members
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Written by Stephen Njuguna
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
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Written by Stephen Njuguna
Updated over a week ago

Generate a Report on Blacklisted Members

Quick guide on how to generate a report of blacklisted members
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Written by Stephen Njuguna
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 )
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Written by Stephen Njuguna
Updated over a week ago

Generate a report based on disbursement activities

Quick guide on how to generate a report based on disbursement activities
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Written by Stephen Njuguna
Updated over a week ago

Using Indicators to generate custom reports

Quick guide on how to use indicators to generate reports
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Written by Stephen Njuguna
Updated over a week ago

Fund transfer

Quick guide on how to perform a fund transfer on Kwara
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Written by Stephen Njuguna
Updated over a week ago

Lock a savings account

Quick guide on how to lock a member's savings (deposit) account
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Written by Stephen Njuguna
Updated over a week ago

Post batch loan repayments

Quick guide on how to post batch loan repayments
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Written by Stephen Njuguna
Updated over a week ago

Journal Entries

Quick guide on how to log journal entries
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Written by Stephen Njuguna
Updated over a week ago

Accounting Reports

Quick guide on how to generate reports on Kwara
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Written by Stephen Njuguna
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
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Written by Stephen Njuguna
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
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Written by Stephen Njuguna
Updated over a week ago

Custom Views

Quick guide on how to create custom views
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Written by Stephen Njuguna
Updated over a week ago

End of day actions (Automatic vs Manual)

Quick guide on how end of day actions are handled on Kwara
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Written by Stephen Njuguna
Updated over a week ago