Getting to know Adili for SACCOS ยท Lesson 1 of 15

Adili for SACCOS

A tour of Adili for a SACCOS: the SACCOS overview on Home, the branch picker, the SACCOS menu, Operations and Training, and Settings and Support in the user menu.

About 10 minutes

Key ideas

1

The SACCOS overview

In a SACCOS, Home is the SACCOS overview. Up top are four figures: Active members, Share capital, Member savings and Loans outstanding. Below them are Membership and capital, the month's Contributions, the Loan portfolio classification, the Office holders and the Upcoming meetings.

2

Pick your branch

The branch picker in the sidebar sets the branch you're working in. Money is always recorded inside one branch, so check the branch before you record anything.

3

The SACCOS menu

The SACCOS menu holds your society's work: Members, Contributions, Meetings & Votes, Leadership, Savings interest, Time deposits, Surplus & Member Returns, Budget (Makisio) and Reports.

4

Operations, Training and your user menu

Operations holds the daily work: Loans, Repayments, Loan Products, Approvals, Finance, Reconciliation and Complaints. The menu also has Training, where this course lives. Settings and Support are in your user menu.

Practice

Try it in your training organization

  1. 1. Open your training SACCOS and choose Home to see the SACCOS overview.
  2. 2. Read the four figures at the top: Active members, Share capital, Member savings and Loans outstanding.
  3. 3. Scroll down through Membership and capital, Contributions, Loan portfolio classification, Office holders and Upcoming meetings.
  4. 4. Open the branch picker and check which branch you're working in, for example Head Office.
  5. 5. Go down the SACCOS menu from Members to Reports, then Operations from Loans to Complaints, and find Training.
  6. 6. Open your user menu and find Settings and Support.

Check yourself

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