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Sacco user guide SACCO APP User Guide October Version XXX Fortis Computer Innovations U Ltd P O Box Kampala Uganda Kansanga Kampala http www fortisart net E-mail support fortisart net CSACCO APP User Guide DOCUMENT REVISIONS III INTRODUCTION ADMINISTERING

SACCO APP User Guide October Version XXX Fortis Computer Innovations U Ltd P O Box Kampala Uganda Kansanga Kampala http www fortisart net E-mail support fortisart net CSACCO APP User Guide DOCUMENT REVISIONS III INTRODUCTION ADMINISTERING THE SYSTEM Settings Managing Users USING THE SYSTEM Account Login Register a new Client Client Details and Transaction History Issue a Loan Refund Recover Bu ?ers Expenses Deposit Transaction List Arrears List Refunds List Disbursement List Log out CFORTIS COMPUTER INNOVATIONS USER GUIDE Document Revisions Date Version Number XXX Initial Draft Document Changes ? Fortis Computer Innovations U Ltd iii CSACCO APP User Guide Introduction SACCO APP is an information system designed by Fortis Computer Innovations to manage small micro ?nance institutions Currently the system is web based and runs online However the software can be installed on local host and run from a single machine The Application entails features as registering a new client managing loan transactions tracking branch expenses managing branch bu ?ers and generating and printing transaction reports Administering the System The Administrator section of the App enables you to change system con ?guration and manage system users It entails settings Manage users and logout NOTE Only users with Administrator login details can access the Administrator section These login are initially provided by Fortis to the client through e-mail or secure other means and they can be changed by the Administrator anytime Settings The system comes with preset settings They enable you to set the general Interest rate Initial loaded amount money initially available for lending maximum loan amount Loan validity maximum current cash and system name The system administrator can change these settings anytime as per the company needs by clicking the ??modify ? in the bottom left corner CFORTIS COMPUTER INNOVATIONS USER GUIDE Fig Accessing and modifying the system con ?gurations Managing Users The administrator creates new user accounts edit and view pro ?les Creating New User Account This is done by clicking the ??Create a new account ? link as shown in the ?gure below After clicking the ? Fortis Computer Innovations U Ltd CFORTIS COMPUTER INNOVATIONS USER GUIDE Complete the form and assign the user an access level There are two access levels the Administrator who can do all the administrative tasks and an Accountant who doesn ? t have the administrative privileges Using the System Account Login This section of the guide is both for system administrators and accountants or users To access the user interface login with your account username and password and then hit Enter or Click Sign in After successfully logging in you will see the interface showing you ?? Welcome to SACCO APP ? ? Fortis Computer Innovations U Ltd CFORTIS COMPUTER INNOVATIONS USER GUIDE Register a new Client To register a client Click on the register new client tab A window pops up where you are required to enter the client details Fill in the form as required and hit the ??Submit ? button to save the data ? Fortis Computer