๐Ÿ“Š Summary โœ… Loan Approvals โž• Enroll Client ๐Ÿ‘ฅ Manage Clients ๐Ÿ“… Payment Calendar ๐Ÿ’ผ Financial Oversight ๐Ÿ’ต Petty Cash โš™๏ธ Settings ๐Ÿ‘ค User Management ๐Ÿ” My Profile ๐Ÿ”” Notifications

Dashboard Summary

๐Ÿ‘ฅ

0

Total Clients

๐Ÿ’ฐ

0

Loans Disbursed

โณ

0

Pending Approvals

๐Ÿ‘จโ€๐Ÿ’ผ

0

Credit Officers

Portfolio Overview

Total Portfolio Value UGX 0
Portfolio Growth
0%

Monthly Loan Performance

Pending Loan Applications

Client Name Loan Type Amount Requested Credit Officer LC1 Letter Date Actions
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Enroll New Client

Default: password123

Guarantors Information (Minimum 2 Required)

Guarantor 1 *

Guarantor 2 *

Upload Photos

JPEG, PNG - Max 5MB
PDF, JPG, PNG - Max 5MB (Required)

Manage Clients

Name Phone Village Assigned Officer Status Actions
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๐Ÿ“… Payment Calendar - All Clients

Monitor all payment due dates across all officers and clients

November 2025

Overdue
Due Today
Upcoming

๐Ÿ’ผ Financial Oversight

Complete financial overview synced with Accountant's data

๐Ÿฆ Current Account Balances

Real-time balances managed by Accountant

๐Ÿ’ต Cash on Hand
UGX 0
Account: 1110
๐Ÿฆ Bank Account
UGX 0
Account: 1120
๐Ÿ“ฑ Mobile Money
UGX 0
Account: 1130
๐Ÿ’ฐ Petty Cash
UGX 0
Account: 1140
๐Ÿ“Š Loan Receivables
UGX 0
Account: 1210

๏ฟฝ Loan Portfolio Summary

Total Loans Disbursed
UGX 0
Outstanding Balance
UGX 0
Number of Active Loans
0

๏ฟฝ๐Ÿ“Š Account Fund Allocations

Allocated budgets vs actual usage

๐Ÿ’ต Petty Cash Status

๐Ÿ“‹ Recent Allocation History

Date Account Action Amount (UGX) Description Recorded By
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๐Ÿ’ฐ

UGX 0

Total Allocated

๐Ÿ’ต

UGX 0

Total Available

๐Ÿ“‰

UGX 0

Total Used

๐Ÿ“Š

0%

Utilization Rate

๐Ÿ’ต Petty Cash Management

Petty Cash Allocations & Usage

Date Amount (UGX) Description Action By
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โš™๏ธ System Settings

๐Ÿ’ฐ Loan Interest & Penalty Rates

Loan Type Interest Rate (%) Penalty Rate (%) Early Payment Bonus (%) Actions
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๐Ÿ’ณ Loan Fees Configuration

Automatic tiered processing fees and application fee settings

๐Ÿ“Š Automatic Processing Fee Tiers

The system automatically calculates processing fees based on loan amount:

  • 50,000 - 199,999 UGX โ†’ Processing Fee: 5,000 UGX
  • 200,000 - 499,999 UGX โ†’ Processing Fee: 15,000 UGX
  • 500,000 UGX and above โ†’ Processing Fee: 20,000 UGX

โ„น๏ธ How it works:
โ€ข Deducted automatically during loan disbursement
โ€ข Client receives: (Approved Amount - Processing Fee)
โ€ข Client repays: Full Approved Amount
โ€ข Example: Loan 300K โ†’ Fee 15K โ†’ Client gets 285K โ†’ Client repays 300K

Default fee for loan applications (0 = no default, set per loan)

๐Ÿ”ง System Configuration

๐Ÿ” Backup & Maintenance

User Management

Name Email Role Status Actions
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Notifications

Pending Approvals: 0
Overdue Loans: 0
๐Ÿ‘ฅ My Clients โž• Enroll Client ๐Ÿ“‹ Daily Tasks ๐Ÿ“… Payment Calendar ๐Ÿ“Š Reports

My Clients & Loan Applications

Client Name Phone Loan Type Amount Requested Status Application Date Actions
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Enroll New Client

Guarantors Information (Minimum 2 Required)

Guarantor 1 *

Guarantor 2 *

Upload Photos

JPEG, PNG - Max 5MB
PDF, JPG, PNG - Max 5MB (Required)

Daily Follow-up Tasks

Overdue Clients: 0
Client Name Phone Loan Type Balance Payment Due Date Days Overdue Action
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๐Ÿ“… Payment Calendar

Track upcoming payments and due dates

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Overdue
Due Today
Upcoming

Performance Reports

๐Ÿ’ฐ Loan Overview ๐Ÿ“ Apply for Loan ๐Ÿ“ˆ Repayment Progress ๐Ÿ“Š Portfolio Growth ๐Ÿ”” Notifications

Current Loan Overview

๐Ÿ“ Apply for a Loan

Complete this form to request a new loan. Your application will be reviewed by your credit officer.

Minimum: UGX 50,000

Collateral Information (Optional)

Upload a photo of the collateral (JPEG, PNG - Max 5MB)

Repayment Progress

Payment Progress

0%
Next Payment Date: -
Next Payment Amount: UGX 0
Penalty (if any): UGX 0

Repayment History

๐Ÿ“ˆ Portfolio Growth

๐Ÿ’ฐ Current Eligible Loan Limit

UGX 0

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๐Ÿ“Š Growth Rate

0%

Based on repayment progress

๐ŸŽฏ Growth Milestones

Progress to Next Milestone 0%

My Notifications

๐Ÿ’ต Financial Summary ๐Ÿฆ Account Balances ๐Ÿ’ณ Application Fees ๐Ÿ’ธ Loan Disbursements ๐Ÿ’ณ Record Payments ๐Ÿงพ Search Receipts ๐Ÿ’ผ Staff Salaries ๐Ÿ“‹ Transactions ๐Ÿ’ฐ Petty Cash ๐Ÿ“Š Reports ๐Ÿ”” Notifications

Financial Summary

๐Ÿ’ฐ

UGX 0

Funds Available

๐Ÿ“ค

UGX 0

Total Disbursements

๐Ÿ“ฅ

UGX 0

Total Deposits

๏ฟฝ

UGX 0

Interest Earned

From 0 completed loans
๏ฟฝ๐Ÿ“Š

UGX 0

Total Expenditures

๐Ÿฆ Account Balances & Fund Management

Real-time balances from double-entry accounting system

๐Ÿ’ต

UGX 0

Cash on Hand

Account: 1110
๐Ÿฆ

UGX 0

Bank Account

Account: 1120
๐Ÿ“ฑ

UGX 0

Mobile Money

Account: 1130
๐Ÿ’ฐ

UGX 0

Petty Cash

Account: 1140
๐Ÿ“Š

UGX 0

Loan Receivables

Account: 1210

๐Ÿ’ณ Application Fee Confirmations

Confirm client application fee payments before loan processing

Client Name Phone Loan Type Loan Amount Fee Paid Payment Method Date Notes Action
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๐Ÿ’ธ Loan Disbursements

Approved loans ready for disbursement

Loan ID Client Name Phone Loan Type Requested To Disburse Approved Date Officer Action
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๐Ÿ’ณ Record Client Loan Payments

Search for a client's active loan to record their payment

๐Ÿงพ Search Payment Receipts

Search for payment receipts by receipt number

๐Ÿ’ผ Staff Salaries

Pay Staff Salary

Salary Payment History

Date Staff Name Role Period Base Salary Bonuses Deductions Net Amount Payment Method Reference
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Recent Transactions

Type Amount (UGX) Description Date Created By Actions
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๐Ÿ’ฐ Petty Cash Management

๐Ÿ’ต

UGX 0

Allocated Amount

๐Ÿ’ฐ

UGX 0

Current Balance

๐Ÿ“Š

UGX 0

Total Spent

Recent Transactions

Type Amount (UGX) Description Date Recorded By Actions
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๐Ÿ“Š Financial Statements & Reports

Notifications