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Loan Management

15

Loan Application
Pool
Claimed Application
Disbursement Pool
Disbursement Batch
Disbursement Verification
Payment
Reports
Loan Types
Parameter setup
Businesses
Loan Reasons
Underwriter Reasons
Profile
Loan Module Overview

Investment Management

12

Investment Pool
Placement Types
Reports
Short Term Placement
Configuration Section
Financial Institution
Investment
Liquidation Requests
Investment Module
Interest Payment Requests
Investment Setup
How to Roll-over Investment

User Management

6

ROLES AND PERMISSIONS
USERS
BULK PROCESSES
USER MANAGEMENT MODULE
ACTIVITY LOG
PROFILE

Finance Management

8

Overview
Sales
Bills
Contacts and Items
Internal Business Ops.
Accounting
Settings
Reports

Workflow Management

6

Dashboard
Configuration
Request
Approval
WORKFLOW MANAGEMENT
WORKFLOW

Checkout

1

Checkout

CRM

2

Accessing Customer Management.
Case Management

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User Management

User Management

ROLES AND PERMISSIONS
USERS
BULK PROCESSES
USER MANAGEMENT MODULE
ACTIVITY LOG
PROFILE

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