Exploring Funderr Features

1. Dashboard Overview

The Funderr Dashboard provides a central overview of your organization's key information and navigation options. Let's start by exploring the initial screen.

The Dashboard includes the following key elements:

• Left Navigation Menu: Provides quick access to frequently used features.

• Top Navigation Bar: Includes links to core modules like Institution, Accounting, and Reports, as well as system-wide settings and the Configuration Wizard.

• Welcome Message: Displays a personalized greeting.

2. Navigation Menu

Funderr provides easy navigation between main items and features

• 2.1 Core Modules: Access the main sections of Funderr (Institution, Accounting, Reports, and Admin) from the top navigation bar.

  • 

3. Institution Management

The Institution module allows you to manage key aspects of your organization's clients, groups, and centers. Access this module by clicking "Institution" in the top navigation bar and selecting an option.

• 3.1 Client Management:

  • 3.1.1 Creating a New Client: Access the Clients page. Instructions for creating a new client profile.

  • 3.1.2 Viewing Client Details: How to access detailed information and transaction history for existing clients.

  • 3.1.3 Managing Client Accounts: Opening, closing, and managing loan and savings accounts associated with client profiles.

• 3.2 Group and Center Management:

  Instructions on setting up and maintaining Groups and Centers, if your organization uses these structures.

4. Accounting

The Accounting module provides tools for managing financial transactions, creating reports, and maintaining your organization's financial records. Access this module by clicking on accounting in the top menu, and then choosing an option.

• 4.1 Frequent Postings:

  Generate and manage frequent, recurring financial entries. Instructions for setting up and managing these entries.

• 4.2 Chart of Accounts:

  Access and view your organization's chart of accounts, which lists all the accounts used to record financial transactions.

5. Manage Products

Configure the types of loan and savings products offered by your organization, including interest rates, fees, and other product-level details. Access this by navigating to ADMIN -> Products.

• 5.1 Configuring Loan Products:

  Instructions on configuring different types of loan products with varying terms and conditions.

• 5.2 Configuring Savings Products:

  Instructions on setting up different types of savings products with varying interest rates and withdrawal policies.

6. Configuration Wizard

The Configuration Wizard provides a guided walkthrough of the key initial setup steps. Access this wizard by clicking on "Configuration Wizard" in the top navigation menu.

The Configuration Wizard will walk you through the set-up system, accounting, products and more.

7. Language and Profile Settings

Customize your user experience by selecting your preferred language and accessing your profile settings. These options are located in the top-right corner of the screen.

• 7.1 Language Selection:

  Choose your preferred language from the dropdown menu to translate the Funderr interface.

• 7.2 Profile Settings:

  Access your profile to update your personal information, change your password, or adjust other user-specific settings.

8. Reports

Generate reports to track your institution.

• 8.1 Loan Reports: Generate a loan list.

• 8.2 Client Reports Get to create customer information, like Client List, client loans.

9. Keyboard Shortcuts

Keyboard Shortcuts can greatly improve the time in which you work with the system

• 9.1 Accessing via Menu : View all Keyboard shortcuts by clicking on Keyboard Shortcuts from left navigation.

• 7.1 Shortcuts :

  Alt+N = Notification

• 7.2 Shortcuts :

  Alt+H = Home