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

Links

• Mambu.com
• MyMambu
• Blog
• Contact