> For the complete documentation index, see [llms.txt](https://zimba.gitbook.io/user-manual/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://zimba.gitbook.io/user-manual/product-guides/system-settings/bank-settings.md).

# Bank Settings

### Bank Details

In the bank details section, you'll find information about your institution. To edit this information, click the pencil icon at the top right corner.

<figure><img src="/files/VlbIySVVQ9nEw8RERlBq" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
To add your institution's logo, click on the camera icon located at the top left corner, select the image of your logo, and then save your changes.
{% endhint %}

#### Fields:

* **Trade Name:** The name of your institution.
* **Institution Location:** This shows the main branch of the institution.
* **Allowed days for Back Dating Records:** This setting determines the maximum number of days users can backdate records. For instance, if set to 7 days, users cannot input records dated more than 7 days in the past.

{% hint style="info" %}
If you set the backdating to 0 days, the system will only accept records for the current day and won't allow any past dates.
{% endhint %}

* **Number of Staff:** This indicates the total count of staff members added to the system, automatically calculated by the system.
* **Account Length:** This setting determines the length of client account numbers. For instance, if set to 10, the system will generate 10-digit account numbers for clients.
* **Contact Person Phone:** This is the phone number of the designated contact person within your institution, whom Zimba can reach out to in case of any queries or issues. This could be the owner or a trusted manager.
* **Contact Person Name:** This is the name of the designated contact person within your institution, whom Zimba can reach out to in case of any queries or issues. This could be the owner or a trusted manager.
* **Contact Person Secondary Phone:** This is the second phone number of the designated contact person within your institution, whom Zimba can reach out to in case of any queries or issues. This could be the owner or a trusted manager.
* **Membership Required:** This setting determines if your institution will accept savings from clients. When set to 'yes', your institution accepts savings. When set to 'no', it means your institution is strictly for money lending purposes.
* **Country Code:** Indicates the country where your institution operates.
* **Lowest Currency Value:** This is the minimum amount of money accepted by your institution. For example, 100 shillings.
* **Usage:** This indicates the percentage of your agreed usage limit that you've utilized so far. When it reaches 100%, you'll need to renegotiate before adding more clients or branches.

<figure><img src="/files/SKz44oPvhZhQt18ybwSZ" alt=""><figcaption></figcaption></figure>

### Open Days

This setting displays the days when your institution is open or closed. If a certain day is marked as closed, the loan schedule will exclude that day and only include the days when your institution is open. This ensures that the schedule aligns with your institution's operational days.

<figure><img src="/files/yL7rLIV5g7Qm6AYpem5v" alt=""><figcaption></figcaption></figure>

### Open Holidays

This setting displays the holidays when your institution is open or closed. If a certain holiday is marked as closed, the loan schedule will exclude that holiday and only include the holidays when your institution is open. This ensures that the schedule aligns with your institution's operational days.

<figure><img src="/files/BjyosAoRM13iN8m5Umz8" alt=""><figcaption></figcaption></figure>

### Fiscal Year Settings

This setting indicates the start date of your institution's financial year. For instance, if your financial year begins on January 1st, you would set this date accordingly.

<figure><img src="/files/nYhc8fpg3MXrSsgdFaxr" alt=""><figcaption></figcaption></figure>

### Currency Settings

The **Currency Settings** section allows your institution to manage multiple currencies within the system.\
When you **add a currency**, you select the currency type (e.g., KES, USD) and enter its **exchange rate** relative to your base currency (usually UGX).

Once added, this enables you to **switch reports** — such as financial statements or ledgers — to display figures in any of the configured currencies, ensuring flexibility when dealing with clients or partners using different currencies.

<figure><img src="/files/DchF2G3N82c6njD8bbCa" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://zimba.gitbook.io/user-manual/product-guides/system-settings/bank-settings.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.