Getting to know Adili · Lesson 2 of 15

Set up your institution

Create a microfinance organization with its head office, pick a plan or free trial, add the funding account and fill in the compliance details.

About 15 minutes

Key ideas

1

Choose Microfinance first

On Create organization, choose Microfinance for your lending institution. The type decides the menus and reports you get, and you can change it only before adding contacts, products or loans.

2

Name and head office

Adili checks that your organization's web address is available as you type the name. The branch you enter on Set up branch, such as Head Office, becomes your first branch; you can add more later under Settings → Branches.

3

The funding account is a real account

The funding account is where payouts leave and repayments arrive, so match its name and number to your actual till or bank account. A new organization has no approval rules yet, so you see Funding account ready straight away.

4

Compliance details come from your records

Settings → Compliance holds the BoT licence type, TIN, VAT registration number (VRN), BRELA registration number, incorporation date, return cadence and rates and fees publication. Copy them from your certificates: they're printed on reports, and tax and BRELA deadlines are added to the reporting calendar once they're recorded.

Practice

Try it in your training organization

  1. 1. On Select an organization to open, choose Create organization. Under What kind of organization are you setting up? choose Microfinance, then Continue.
  2. 2. Type the Organization name (for example Mfano Microfinance), check that the suggested web address says is available and that Country reads Tanzania, then choose Continue.
  3. 3. On Set up branch, type Head Office and its address, then choose Create organization.
  4. 4. Choose Choose a plan and pick Monthly, Quarterly or Annual, or start the free trial where it's offered.
  5. 5. On Set up your funding account, type the Account Name and Account Number of your till (for example Head Office Till), pick Head Office and TZS, and choose Create Account. Wait for Funding account ready.
  6. 6. Open the user menu, then Settings → Compliance. Fill in the BoT licence type, TIN, VRN, BRELA registration number, Incorporation date, Return cadence and rates and fees publication, then choose Save.

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