Finding your way around
Every screen has the same layout: a menu down the left-hand side, a top bar, and the page itself in the middle.
On a phone or small tablet the left-hand menu is hidden. Select the menu button at the top left to open it.
The top bar
- Breadcrumbs on the left show where you are, for example Small Loans / Loans. Select an earlier part to go back to it.
- Your organisation's name is shown on the right.
- Your initials open a menu with your name and email, Settings, Profile and Logout.
The left-hand menu
The menu is divided into headings. You only see the headings and items that apply to your organisation and your role.
Dashboard
The first page you see after signing in. See The Dashboard below.
CRM
| Item | What it is for |
|---|---|
| Clients | Find, register and manage clients. |
| Groups | Find, create and manage groups, and their members. |
See Clients and groups.
Small Loans
Shown only when your organisation uses Small Loans.
| Item | What it is for |
|---|---|
| Overview | Headline figures for the loan book. |
| Applications | Loan applications and their status. Start a new application here. |
| Loans | Every disbursed loan, with its schedule, collections and arrears. |
| Collections | The daily collection sheet and collection history. |
| Approvals | Applications waiting for a decision. |
| Delinquency | Loans that are behind on payments. |
See Small Loans.
Savings Club
Shown only when your organisation uses the Savings Club.
| Item | What it is for |
|---|---|
| Overview | Headline figures for savings goals. |
| Goals | Clients' savings goals. |
| Contributions | Contributions paid towards goals. |
See Savings.
Reporting
| Item | What it is for |
|---|---|
| Reports | Portfolio, collection and financial reports. |
| Cash Management | Cash positions and movements. Shown to Branch Managers, Area Managers, Admins and the Proprietor. |
See Reports and cash.
Administration
Shown only to roles that administer the organisation. Each item appears only if your role includes it.
| Item | What it is for | Who sees it |
|---|---|---|
| Tenant Settings | Your organisation's products, product configuration, branding and custom fields. | Admin, Proprietor |
| Users | Staff accounts: roles and whether they are active. | Admin, Proprietor, Branch Manager |
| Invitations | Invite new staff and track invitations. | Admin, Proprietor, Branch Manager |
| Countries | The list of countries and dial codes. | Admin, Proprietor |
| Audit Log | A record of actions taken in the organisation. | Admin, Proprietor, Branch Manager, Area Manager |
A Tenants item is also shown to platform operators, who look after every organisation on the platform. Branch staff do not see it.
See Administration.
User
| Item | What it is for |
|---|---|
| My Profile | Your name and phone number, and changing your password. |
| Settings | Your notification preferences, plus organisation set-up tabs for document types and fees. |
The Dashboard
The Dashboard opens with "Welcome back" and your first name, then a row of figure tiles. Tiles for a product appear only when your organisation uses that product.
| Tile | What it shows |
|---|---|
| Total Clients | The number of clients registered in your organisation. |
| Active Loans | The number of loans currently active (disbursed and not yet repaid). Small Loans only. |
| Portfolio Outstanding | The total still owed on all active loans. Small Loans only. |
| Collections Today | The total of collections recorded for today's date. Small Loans only. |
| PAR 30 | Portfolio at risk over 30 days: the share of the outstanding portfolio held in loans more than 30 days behind. Small Loans only. |
| Active Savings Goals | The number of savings goals currently active. Savings Club only. |
Below the tiles:
- Quick Actions - shortcuts to common tasks. You only see the ones your role can use: New Client, New Loan Application, Record Collection, Record Contribution, View Reports and Manage Users.
- Recent Activity - the latest events in your organisation: clients registered, loan applications submitted, loans disbursed, collections recorded and savings contributions.
- Product summary cards - one card per product your organisation uses. The Small Loans card shows Active Loans and Portfolio Amount; the Savings Club card shows Active Goals and Total Savings. Select View Small Loans or View Savings Club to open that product.
The figures are for your whole organisation, not only for your own clients.