Contents
Home
How to Use This Manual
Mambu Terminology
How to Read the Articles
Mambu Overview
Getting Started
Navigating in Mambu
Change your Password and Edit your Profile
New Features in the Latest Version
Reset Password
Reset your Password
Mambu Settings
Institution Details
Working Days
Loan Risk Levels
Internal Controls
Custom Fields
ID Document Templates
Group Roles
Customizable Columns
Users & Permissions
Creating New Users
Managing Users and Permissions
Branches
Creating a New Branch
Managing Branches
Branch Filter
Centres
Creating a New Centre
Deposit Products
Creating New Deposit Products
Managing Deposit Products
Interest Calculation Methods in Deposit Accounts
Create deposit contracts, receipts and statements
Loan Products
Types of Loan Products
Creating New Loan Products
Managing Loan Products
Interest Calculation Methods in Loans
Lending Parameters
Creating loan contracts and receipts
Loan Accounts
Loan Accounts' Life Cycle and State
Creating a Loan Account
Managing Loan Accounts
Entering, Rescheduling and Reverting Repayments
Manual Fees and Penalties in Loans
Searching for a Loan Account
Aging Analysis
Printing Loan Contracts and Receipts
Deposit Accounts
Creating a New Deposit Account
Managing Deposit Accounts
Withdrawals and Deposits in Deposit Accounts
Managing Fees in Deposits
Printing Deposit Contracts and Receipts
Clients
Creating New Clients
Creating New Groups
Searching for a Client’s Profile
Editing and Deleting Clients
Assign Clients to Branches and Officers
Guarantors
Clients States
Reports
Accessing, Managing and Generating Reports
Indicators
Using iReports to Create Jasper Reports
Auditing Transactions
Accounting
Activating Accounting in Mambu
Chart of Accounts
Product Rules
Journal Entries
Accounting Reports
Tasks
Create New Task
Managing Tasks
Data Migration
Data Migration
Excel Template
SMS Notifications
Automatic Notifications
Send SMS to a Client
Mambu Mobile
Mambu Mobile
Videos
Videos en Español
Links
Mambu.com
MyMambu
Blog
Contact
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Contents
Clients
Clients
1
Creating New Clients
2
Creating New Groups
3
Searching for a Client's Profile
4
Editing and Deleting Clients
5
Assign Clients to Branches and Officers
6
Guarantors
7
Clients States
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