hr software users’ guidenote: for the initial access type “admin” for user name; and type...
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MFBank Software Users’ Guide
Starting Up:
On Starting the Finasol Software, click on the link to it or simple open an internet
explorer and type in the address bar: “http://localhost/finasol”. A screen as shown below
comes up.
Password Login:
As soon as you click on LOGIN on the menu, the password login interface shows. This is
made up of two entry fields, the first being the USER NAME (All you need do here is
type in your registered user name).
Secondly, type in your password and click LOGIN.
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Note: For the initial access type “admin” for User Name; and type “admin” as password.
The password is case sensitive, so you need to make sure it is small letters. Once in the
application as administrator, you can set everyone’s user information from “Admin
Center”.
Main Menu:
The main menu serves as the interface that gives room for other interfaces to be accessed.
On the main menu bar are lots of links. They are grouped into categories.
The Sub Modules:
Customer Record/Service:
This module gives access to all the customer related sub-modules.
Once you click on the “Customer Service” menu, the customer record
interface shows, but nothing will be displayed until you type in the
customer account number.
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However, a sub-menu is displayed as seen below.
There is “Customer Account” and there is “Customer Record” on the sub-
menu. The difference between the two being, customer service displays the
record as it exists already while customer record is where records can be
created or changed.
Account Closure
This is likewise necessary for customer account closure.
Contribution
This is where all daily contributions are entered by the mobile marketers
and agents.
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Account Transactions
This is where cashiers can handle daily transactions of deposits and
withdrawals on customers’ records. As these are entered, it will alert on
limits where applicable and add to or deduct from account balances as the
need be.
Sundry
Sundry is where all other charges are entered. These includes checkbook
charges, interest on loan, forms fees etc. This automatically flows into the
account books as necessary.
Here, narration is where you pull down to select the sundry type from.
Loans
When loans are applied for and granted, this is where the loan records are
created for an existing or new customer. Enter the customer account number
and his or her detail comes up then you enter the loans details and save.
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If you enter the loan amount, the computer will first compare that with the
customer’s account balance to be sure the loan is not more than 200% of the
balance. That is, if the customer has N50,000 balance, maximum loan he can
get is N100,000.
Depending on the loan payment type selected, interests payable per period
and in whole would be auto computed and the computer will ask you to
confirm your entries before finally saving it.
At the bottom of the loans records page, after you have created and saved the
record, you can click “Add Guarantor” to create the guarantors records
attached to this loan. And in likewise manner as loan is being repaid, you
can click on “Add Payment” to enter such. Clicking on “Auto Payment” will
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automatically deduct from the customer’s account balance to repay the
periodic loan paid back if he/she has enough money in account.
Account This is a basic accounting module of the application consisting of Entry Journal Book,
Fixed Assets, Contracts Records, Contract Payments Summary.
The Entry Journal Book can be used to record daily transactions be it income or
expenditure. The classifications there are the “Accounts Heads” which can be added to or
modified from the control panel.
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Control Panel/Admin Center On the “Control Panel” page, the administrator can click on “Add User” to create a new
account or click on “List of Users” to change or delete user account information.
This is not open to most users except the Systems Administrator. There are basically
three (3) groupings under this menu:
Tables Update: Here you can enter such values as initial setup of the systems.
Such values as Account Heads, Bank Names, Account Types, Loan Types etc.
These are entries that hardly change.
However, they are not your records per se, but things you need to make your
record entries easier and to make you entries consistent. The module is accessed
by clicking “Table Updates” on the “Admin Center” page. Then, select from the
pull down button the table you want to update per time and click “Open”. You can
then add or modify the record you want.
User/Password Settings: Here the Administrator assigns or manages each user
account by creating the user’s username/ password with the required privilege
assigned to such.
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Reports On the main menu, there is a Report option. By clicking on it the user will see that the
interface allows for generation of various report types. Among them are: Loans
Reports, Account Statement Report, Contributions Report, Banking Products Reports,
etc.
These are easy to generate. Just select your report type, select the criteria (daily,
monthly, yearly etc) and where required enter other search values (e.g date ranges)
and click Open. The report will show on the same page just as illustrated below.
Underneath the report, you can click the link to send same to printer oe to export to
MS Excel.
System Log: This tracks all the activities and transactions that are carried out on the various
modules and interfaces. This invariably allows the administrator to track who logged
in at what time and date and what he/she has worked on. These can be wiped off or
printed by the administrator.
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Understanding how to save, update or delete records:
After each record is created, you need to save. If an existing record is modified, you need
to update, and you can also delete a record.
Each of these buttons are found at the bottom of a record page.
Understanding the update pages:
On entering any of the data capturing form, a screen such as the one above is met.
In a situation where there no records yet in the specific database, the page lists nothing,
and to add a record to such, click on “Add New ….” link.
Whereas records are there, to open up any particular record, click on the highlight of the
record.
You can use the “Next Page” or “Previous Page” link to navigate other records.
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Understanding Searches:
On most of the data capturing forms list (as above), you will see a pull down bar for
“Search” or “Filter”.
To search for a particular record among the ones you have saved on the form or module
in question, pull down to select your search or filter criteria, then type in the equivalent
search value and click “Go”. Your search result will come out listed or you get a message
telling you no such record exists.
Understanding Report Printing and Data Export:
On every record listing pages (such as student register, stock lists etc), you will see a
print link at the bottom of such pages for printing.
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Understanding How To Upload An Image:
Scan the photograph or the signature to be uploaded into your computer by any means,
then click “Browse” on the form of the software as shown below, locate where you saved
the scanned image then select. Next, go on to “Save” or “Modify” your record.
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INSTALLATION GUIDE
Installation Requirements
Finasol and associated support files have the following installation and run time
requirements:
*Microsoft Windows 98 or Windows NT 3.51 (Intel) or higher
*System RAM: 16 MB (32 MB Windows 98 and NT)
*Hard drive free space (32-bit): approximately 24 MB for Full install
*CD-ROM drive
If your system does not meet these requirements, the program may not install or run
correctly.
Product Installation 1. Run the Finasol.exe Setup in your CD
(WAMP Installation)
2. WAMP Installer will show, If you have WAMP running on your system click
cancel, else Click next
3. Read the Licence Agreement and select “I accept the agreement” if you want
to continue, else select “I do not accept the agreement to abort” then click next
4. Select or type in your destination location, (if not sure of what to do, just
leave it as it is) then click next
5. To choose a different start menu folder, type it in, else just click next
(recommended)
6. Check the small box to select auto start and click next (very important)
7. Now click “Install” and wait for files extraction
8. When Prompted for the root directory, simply click “OK” to agree with the
selected www folder
9. Then Choose a default browser for running this application or simply click
“OPEN” to go on with explorer then wait
10. Select launch wamp application now and Click Finish
On your Computer Status Tray,
click on the WAMP Icon (an arc)
and you will see where to click to put your wamp online. The Wamp Icon
turns white
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(Finasol Installation)
11. Select your preferred installation language on the Finasol Setup page and click
Next and Next again
12. Select or type in your destination location, (if not sure of what to do, just leave
it as it is) then click next
13. Select Program Folder or just click next to select the default
14. Choose your preferred program icon locations and click next
15. Confirm your select settings and click Next then wait, else click Back to
amend them
16. An explorer page will come up telling you Database has been created. If
successfully created, close the browser, else refresh the page
17. Click Finish and allow the system to restart to complete installation
18. Go to the “START” >> “Programs” to run your Finasol Application