SACCO APP User Guide

October 2013
Version XXX

Fortis Computer Innovations (U) Ltd

P.O. Box 2794, Kampala, Uganda
Kansanga, Kampala
http://www.fortisart.net
E-mail: support@fortisart.net

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DOCUMENT REVISIONS ....................................................................................................................... III

INTRODUCTION .................................................................................................................................... 1

ADMINISTERING THE SYSTEM .............................................................................................................. 1

3.1 Settings .............................................................................................................................................................................. 1

3.2 Managing Users.............................................................................................................................................................. 2
4

USING THE SYSTEM .............................................................................................................................. 3

4.1 Account Login ................................................................................................................................................................. 3

4.2 Register a new Client ................................................................................................................................................... 4
4.3 Client Details and Transaction History ................................................................................................................ 5
4.4 Issue a Loan ..................................................................................................................................................................... 5
4.5 Refund................................................................................................................................................................................ 6
4.6 Recover.............................................................................................................................................................................. 7
4.7 Buffers ............................................................................................................................................................................... 8
4.8 Expenses ........................................................................................................................................................................... 8
4.9 Deposit............................................................................................................................................................................... 9
4.10

Transaction List ........................................................................................................................................................ 9

4.11

Arrears List............................................................................................................................................................... 10

4.12

Refunds List.............................................................................................................................................................. 10

4.13

Disbursement List ................................................................................................................................................. 10

4.14

Log out ........................................................................................................................................................................ 11

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Document Revisions

Date
05/10/2013

Version Number
XXX

Document Changes
Initial Draft

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Introduction
SACCO APP is an information system designed by Fortis Computer Innovations to manage
small microfinance 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 buffers, and generating and printing transaction
reports.

Administering the System

The Administrator section of the App enables you to change system configuration 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.

3.1

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.

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Fig. 1 Accessing and modifying the system configurations

3.2 Managing Users
The administrator creates new user accounts, edit and view profiles.
Creating New User Account
This is done by clicking the Create a new account link as shown in the figure below.
After clicking the

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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 doesnt have the
administrative privileges.

Using the System

4.1 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.

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4.2 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.

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4.3 Client Details and Transaction History

To access a clients details and past transaction history, click on the clients tab on the menu.

Then an interface as shown below is displayed.

Click on the clients name to access his past transaction history.

4.4 Issue a Loan
Click on Loan to Issue a loan to that specific client. After clicking on it, a loan form window
pops up. Fill it and click the submit button to enter the data into the system.

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4.5 Refund
To refund money that is in excess to a client, click the refund link as shown below.

Then check the amount to be refunded and click refund at the bottom right corner.

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4.6 Recover
To recover money from a client, click on the recover link as shown below.

A window pops up showing you the different transactions to recover from. Check a transaction
and then click the Recover button at the bottom right corner.

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4.7 Buffers
These are the huge sums of money used by the Organization to carry out its transactions. You
record money received from or deposited to bank, head office, and branch. Select the Buffer
type, fill in the particulars and the amount. Then Click Submit to save the data into the system.

4.8 Expenses
To record an expense, click on the Expenses tab on the menu. Enter the Expenses type,
particulars and amount given out.

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4.9 Deposit
To deposit on a clients account, click the Deposit tab on the menu. A window pops up. Enter
the details and click submit.

4.10 Transaction List

Click on the Transaction list tab on menu. This shows you the transaction lists and generates
reports according to a specific date as selected from the drop down menu. Reports can be
generated daily, weekly and monthly.

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4.11 Arrears List

This shows a list of defaulters. Click on the Arrears tab on the menu to access the arrears list.

4.12 Refunds List

This shows a list of refunds that have been issued. Click on the Refunds list.

4.13 Disbursement List

This shows a list of clients who have been issued loans. Click on the Disbursement tab on the
menu to access it. A report can be generated according to selected date ranges.

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4.14 Log out

Finally, if you feel you are exhausted and want to get some fresh air, then dont forget to click
the log out button. I repeat, DONT FORGET to LOG OUT.

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