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Category: SACCO Management

Reports

This section shows the financial reports of all transactions made in the group or investment club. Reading Dashboard In this section, you will find the summary of all members’ deposits as shown below: Member Reports This feature shows the members’ contribution summary and their fine summary. The figure below shows further instructions on accessing the […]

Investments

This section allows all group members to track the group’s investments. Investment Dashboard This section allows all group members to view a financial summary of the group’s investments . Stocks This section has three parts. The first part allows the group administrator to record the group’s stocks as shown in the figure below. The second […]

Fine and Invoicing

This section allows the group administrator to monitor fines and create invoices to the group members. Invoices This section allows you to create or list invoices then save changes of the invoices as shown in the image below: Fines This section allows you to create or list fines and save the changes. N/B:

Communication

This is the feature that allows group administrators to communicate and manage all your group members. Email This section allows the administrator to compose emails and format the emails. You can indent the email by creating bullets, italicize words or make them in bold, and include numbers. Also, you can also carbon copy other group […]

Membership Management

This section allows the administrator to view and edit the details of all group members. Membership Dashboard This section gives an overview of all details of the group’s members. Indicator Definition 1 This is the membership management dashboard. 2 This is where you enter the member you would like to search for. 3 This section […]