Setting Up an Organization

Create the organization and its head office, choose a plan and add the funding account you pay loans from.

Workflow

  1. 1

    Choose the type

    On Create organization, answer What kind of organization are you setting up? with SACCOS, Microfinance or VICOBA ยท Community microfinance group, then choose Continue. The type decides the menus and reports you get, and it can only be changed until you have contacts, products or loans.

  2. 2

    Name the organization

    Type the Organization name. Adili suggests a URL slug; it shows is available or is already taken, and a Use button takes a free one. Check the Country and choose Continue.

  3. 3

    Set up the head office

    On Set up branch, enter the Branch name (for example Head Office) and the Address, then choose Create organization.

  4. 4

    Choose a plan

    On Organization ready, choose Choose a plan when your organization needs one. Pick Monthly, Quarterly or Annual, choose a plan, tick any Add-ons, then choose Subscribe for a free plan or Continue to checkout to pay. Where it is offered, Start a free trial instead.

  5. 5

    Add the funding account

    On Set up your funding account, enter the Account Name and Account Number of the real till or bank account you pay loans from, pick the Branch and Currency, and choose Create Account. You see Funding account ready, or Funding account submitted for approval when maker-checker applies.