Mtiririko wa kazi
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1
Fungua daftari la wanachama
Chini ya SACCOS fungua Members. Tafuta kwa Name, member number or phone. Orodha inaonyesha hali ya kila mwanachama, tarehe ya kujiunga, hisa, akiba ya lazima, ada ya kiingilio na malimbikizo.
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2
Sajili mwanachama
Bofya Register member na jaza fomu ileile ya KYC ya mkopaji: utambulisho, mawasiliano, ndugu wa karibu na Member disclosures. Pale idhini inapohitajika, uanachama unaanza baada ya mhakiki kuidhinisha.
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3
Pokea ada ya kiingilio
Kwenye ukurasa wa mwanachama bofya Collect entrance fee, andika Receipt reference na bofya Collect fee. Alama inabadilika kutoka Unpaid kuwa Paid.
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4
Weka warithi
Kwenye kichupo cha Nominees bofya Add nominee na andika Full name, Relationship, Phone, National ID, Share %, First witness, Second witness na Nominated on. Asilimia za warithi wote zisizidi 100%. Tumia Revoke kumwondoa mrithi.
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5
Simamisha, rejesha au toa mwanachama
Bofya Suspend au Reinstate na andika Reason. Request exit huchukua Reason, akaunti ya kurejeshea fedha (Refund from), Voucher reference na Notes, na huenda kwa idhini. Kujitoa huzuiwa ikiwa mwanachama ana mikopo, dhamana alizotoa au faini ambazo hazijalipwa.
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6
Akaunti na maombi
Accounts and postings hufungua akaunti za hisa na akiba za mwanachama. Kichupo cha Requests huonyesha aliyotuma kutoka programu ya wanachama (angalia Maombi ya Wanachama).
