Steps To Set Up Your System

📄️ Currency

Before you start providing loans to your Clients, you should first set a currency in CloudBankIn.

The Chart of Accounts (CoA) is a list of accounts in the general ledger that are organised by title and number in a systematic way. The GL code is a term that refers to the account number. These GL codes are used to post the appropriate financial transactions.

📄️ Payment Type

Payment type specifies the way a user can pay the amount, such as Cash, NEFT, Credit Card, etc., It also allows the user to add the new payment types in the below way,

📄️ Charges

Charges are an amount of money that the user has to pay, such as Fees & Penalties.

📄️ Product Creation

It defines the product you’re going to offer for your customers such as Personal Loan, Business Loan, Vehicle Loan, etc.,

📄️ Manage Codes

In Manage Codes you can add the drop-downs and also be able to edit their values.

📄️ Manage Data Table

In the Manage Data Tables User can add custom fields to a Client Profile, Loan Account, or Office, etc.,

📄️ Employees

Employees are the people who work for your company. There are various types of staff, each with its own set of Roles and Permissions.

📄️ Configuration Of Maker Checker Task

Maker Checker requires a creator and approver to complete a specific work. One person creates the application and the other person should verify and approve the application.

📄️ Roles & Permission

Roles and Permissions allow the administrator to control access to CloudBankIn based on the roles are assigned to Users and what Permissions are assigned to roles. On the Roles and Permissions page, the customization of roles and selecting permissions can be done.

📄️ Create User

Users are the people who work for your organization and they will access this software to keep track of all the information about your Organization’soperations. You can Add, Delete, Modify and set a Restriction based on the roles assigned to them. Follow the below steps to create a User.

📄️ Manage Working Days

The Working day’s page allows defining which days of the week are working days.

📄️ Manage Holidays

The Organization having multiple locations should have the option to customize the holidays across their offices. This option helps to manage the holidays for each office of your organization.

📄️ Global configurations

This page allows you to customize the system configuration. You can define the global settings during the system installation.

📄️ Scheduler Jobs

Manage Scheduler allows us to set a batch job to be completed at regular intervals before the end of the day.

📄️ Client

In client creation, you can create an application and update all the information about the client who can avail a Loan Products, Savings Products, Share Products, Line of Credit Products, Fixed Deposit Products, and Recurring Deposit Products from your office.

📄️ Office