Apache Fineract CN Users Guide

You're invited to learn how to use a deployment of Apache Fineract CN with https://training.kuelap.io/index.html

STEP 1) Log-In into Fims Web App

Sign In Page

Type Tenant Name: name_given_to_you
Type Username: name_given_to_you
Type Password: password_given_to_you
Click Sign In
Once you log in, you will be required to change the password to a password of your choice e.g. password_of_your_choice

Change Password Page

Type New password: password_of_your_choice
Confirm New password: password_of_your_choice
Click Change Password

You will now be introduced to a new login page in which you will input your new credentials.

This will introduce you to the main platform dashboard which has modules: Offices, Roles and Permissions, Employees, Accounting, Members, Loan Products, Deposits, Teller and Reports.

STEP 2) Set-up your Offices

Manage Offices

The first step is to create the main office of your organization, which is the Head Office or HeadQuarters. You will then be required to edit the name based on your preference of the appropriate name of your organization ( for example Cameroon Branch ) by clicking on the pencil icon on the top right-hand corner and Edit Office.

In the Name field, enter main office name

In Description field, enter a description of your head office (this may be using building name or road name).

Click CONTINUE

In Street field, enter street where head office is located

In City field, enter city where head office is located

In Country field, enter country where head office is located

In Region field, enter region where head office is located

Review the information entered and if correct, click Create Office

If your organization has multiple offices, return to the manage offices screen and select +create branch office. You will enter the name that best describes your additional office name.

Note: It is best to set your head office first then set up any branch offices taking care to link them to the correct head office.

STEP 3) Create Roles And Permissions

This module is responsible for the roles assigned to employees such as Accountant, Loan Officer, Teller and the permissions associated with each role with respect to access rights associated with specific transactions. For example with the Teller role, He/She will have as permission to read and change Accounts but cannot delete those Accounts. Also, He/She could read Transaction Types but cannot change or delete them.

Manage roles and Permissions - Return to main platform dashboard

Select Roles and Permissions module - click the blue +Create New role button at the bottom-right of the page to create a new role and set permissions for the role.

In Identifier field, enter a name you would use to identify the role. scroll down to set various permissions.

If role already exist click SHOW button to edit the permissions assigned to that role.

STEP 4) Create Employees

Manage Employee - Return to main platform dashboard to manage employee

Select Employee module - Click the blue +Create Employee button at the bottom-right of the page to create new employee.

Complete the required fields:

Type Employee username
Fill First Name, middle name (optional) and last name
Select appropriate Role from the drop down menu
Type password
Click on CONTINUE

Search and select office to be assigned to the employee and click on CONTINUE

Fill employee contact(optional)
Click on CREATE EMPLOYEE to create new employee

STEP 5) Accounting

Accounting - Return to menu and select Accounting to access the accounting module.

It is made up of the Chart of Accounts which has the various classes of accounts, Journal entries which has records of all transactions that have been carried out; Cheque clearing which records all cheques that have been cleared up, Trial Balance, Income Statement and Financial Condition which gives financial reports; and Payroll which manages the payroll of the members.

STEP 6) Member

Members - Return to menu and select Member to manage members. Click on blue +Create member button at the bottom-right of the page to create new member.

Complete the required fields:

Enter Member’s account number
Enter first name, middle name(optional) and last name
Enter member’s Date of birth
Click on CONTINUE

Enter Member Address ( street, city, postal code, country and region) - Click on continue
Enter Member Contact
Search and select office to assign member
Assign member to an employee(optional)
Click on CREATE MEMBER to create a new member

STEP 7) Loan Product

Loan Product - Select Loan Product on the quick access menu to manage loan products.

Click on blue +Create new product button at the bottom-right of the page to create loan product.