FinServ Help, Support & Guides

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Help Topics

General ledger transaction approval

Customer account transaction approval

How to recall/search for previous transactions

How to create or register a new customer

How to enable/activate new customer

How to edit/update customer record

How to create savings account for customer

How to create daily contribution account for customer

How to create/add new loan to exiting customer account

How to post deposit or withdrawal transactions to customer account

How to setup and manage users account

Bulk Savings Deposit Posting or Bulk Savings Withdrawal Posting

How to post general ledger transaction

How to set approval limits for users

Loan repayment management – Via End of Day Process

Loan repayment management – Manual drop via loan manage page

Managing Chart of Account

How to set up branches

Financials - Income and Income Report

How to set up the location your business covers

How to set up bank account

How to setup and manage daily contribution products for customers

Setup and manage loan products for customers

How to enable overdraft on customer account

How to process staff salaries of FinServ

To setup and manage savings products for customers

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