Bank Settings
In the bank settings, you can find information about your institution, days of operation, and fiscal year.
Last updated
In the bank settings, you can find information about your institution, days of operation, and fiscal year.
Last updated
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.
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.
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.
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.
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.
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.
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.
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.
