# System Settings

## Step 1 - Bank Settings

Complete the fields with complete and up-to-date information about your institute.

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2FpTmxL8Mv7vdOg3k9SqMk%2FScreenshot%20(580).png?alt=media&#x26;token=7e3f3447-2ec9-4276-b56f-32c09557bb9f" alt=""><figcaption></figcaption></figure>

## Open days and Open Holidays

You can configure the days when your institution is open or closed from this section.

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## Fiscal Year Settings

In this section, you can update the fiscal year of your institution so that all financial reporting can be aligned with your internal accounting cycle.

{% hint style="info" %}
Fiscal Year is a 12-month period starting on the day and month that your financial year begins.
{% endhint %}

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2F0BXRRJb0hLhBG9ZnYP6O%2FScreenshot%20(583).png?alt=media&#x26;token=8b12c396-4cff-488c-9fbf-e32f4eef99c0" alt=""><figcaption></figcaption></figure>

## Step 2 - Branches

Select 'Branch', click 'Add New Branch', fill in the details, and Save.

![](https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2F6Lz92tGYwTMSvTLJLbCp%2FNew%20Branc%20h.png?alt=media\&token=2f26263f-f717-48a1-a5bd-baa045df071a)

## Step 3 - Roles and Permissions

Select 'Roles & Permissions', click 'Add New Role', fill in the form, tick the permissions that you want that role to have, and create.

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2FOrjrGuwnEPJMxMXICBGL%2FRoles%20and%20Permissions.png?alt=media&#x26;token=1141ba61-a8fe-4004-989e-f00bd236aab5" alt=""><figcaption></figcaption></figure>

## Step 4 - Staff

Select 'Staff', click 'Add New Staff', fill in the correct information in each of the categories, and save.

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2FL4TnJpDiscWtaztL6Gvy%2FStaff.png?alt=media&#x26;token=915669bc-71fb-487c-abfc-14561691aab9" alt=""><figcaption></figcaption></figure>

To deactivate a staff member, open their details and scroll down to the bottom of the page. Enter the reason for deactivation and proceed with the deactivation.

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2FA2lxTnAk1O294PU0V4OI%2FScreenshot%20(524).png?alt=media&#x26;token=fddef625-6c01-47e1-8433-d4bda68e08cf" alt=""><figcaption></figcaption></figure>

## Step 5 - Fee Settings

Select 'Fee Settings', click 'Add New Fees', fill in the appropriate information, and save.

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2FLr9JbEsg2QdawbtFpy0k%2FFees.png?alt=media&#x26;token=86d9162b-c26d-43ee-9e71-d768fa18ecec" alt=""><figcaption></figcaption></figure>

## Step 6 - Loan Settings

Select 'Loan Settings', click 'Loan Products' then 'Add New Loan Product', fill in the appropriate information, and save.

You can automatically freeze a percentage of the loan by specifying the percentage on the loan product.

{% hint style="info" %}
You can create a loan product for a specific branch by selecting 'no' under all branches, and then selecting the desired branch.
{% endhint %}

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2FRJ3EycRcyb7L20Ysv7He%2FScreenshot%20(619).png?alt=media&#x26;token=a2d5c823-7c40-4b88-9a35-fead035c1683" alt=""><figcaption></figcaption></figure>

#### Automated loan requirements

You can enter qualification requirements into the systen, so that loan applications can be automatically processed, approving those that meet the criteria and rejecting those that do not.

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2FYV9xLWnVp0XQb3PKMNlG%2FScreenshot%20(620).png?alt=media&#x26;token=f4fe79b4-dca4-46d4-a4ca-adbf1c99b9d5" alt=""><figcaption></figcaption></figure>

## Collateral Categories

When on the loan settings page, select 'Collateral Categories' to view existing categories and add new ones with 'Add New Category'.

{% hint style="info" %}
Organize your registered collateral by assigning it to specific categories. For example, when registering a laptop, you can categorize it as electronics.
{% endhint %}

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2Fi20ft2mMkRPWQ6RQfcwP%2Fcollateral%20in%20loan%20settings.png?alt=media&#x26;token=5d0b6ea8-5d2b-4c24-bec0-7e08e0db323e" alt=""><figcaption></figcaption></figure>

## Loan Provision Settings

Click on 'Loan Settings' and then 'Add New Loan Provision'. Enter the number of days and percentage for the provision.

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2F7MiPozzG2Z8KcmwzC5g4%2FScreenshot%20(525).png?alt=media&#x26;token=d25a7e88-0e9e-4bc1-a76a-1d4aec5f61b7" alt=""><figcaption></figcaption></figure>

## Step 7 - Savings Settings

Select 'Savings Settings', click ' Add New Savings Product', input the suitable information, and save.

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2FjSfuPfbECZMfAHbHZT7Q%2FSavings%20settings.png?alt=media&#x26;token=2c1b26ad-b0d8-450c-a773-230dc838e109" alt=""><figcaption></figcaption></figure>

## Step 8 - Shares Settings

Select 'Shares Settings' and specify the amount you wish your share value to reflect.

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2Fd5YwHERMdMqgjzTRHMcB%2FShares%20Settings.png?alt=media&#x26;token=52f77204-5cc5-4ff5-8ea1-d45b453ccc7a" alt=""><figcaption></figcaption></figure>

## Step 9 - Working Hours

Click 'Working Hours', select a branch, and set working hours for the working days as well as the branch roles.

{% hint style="warning" %}
Ensure that the time on your computer is accurate as the system relies on it.
{% endhint %}

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2FRmFn3P027JkiFb9vOstC%2Fworking%20hours.png?alt=media&#x26;token=b3af49c9-7d2f-4a5c-8697-2066124e51d7" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Your employees will not be able to access the system outside of the designated working hours.
{% endhint %}

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2FXNS5EmBBFde2prM3z4ea%2Fbranch%20roles%20working%20hours.png?alt=media&#x26;token=b4f4685e-1ee6-49df-87f9-054c7a0262e2" alt=""><figcaption></figcaption></figure>

## All Branch Working Hours

You can set the working hours for all branches at the same time by clicking 'All Branch Working Hours'.

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