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CloudBankIn Documentation

  • folder icon closed folder iconSteps To Set Up Your System
    • Office
    • Currency
    • Chart of Accounts
    • Payment Type
    • Charges
    • Product Creation
    • Manage Codes
    • Manage Data Table
    • Employees
    • Configuration Of Maker Checker Task
    • Roles & Permission
    • Create User
    • Manage Working Days
    • Manage Holidays
    • Global configurations
    • Scheduler Jobs
    • Client
    • Bulk Import
    • Reports
    • Create Loan
  • folder icon closed folder iconClients
    • Create Client
    • Manage Client
    • Bulk Import -Client
    • Manage Codes
    • Global configurations – Client
  • folder icon closed folder iconLoans
    • Create Loan
    • Approve Loan
    • Disburse Loan
    • Product Creation
    • Manage Codes
    • Reports
    • Global configurations
  • folder icon closed folder iconLoan Management
    • Make Repayment
    • Bulk Import – Repayment
    • Prepay Loan
    • Foreclosure
    • Waive Interest
    • Reschedule
    • Write Off
  • folder icon closed folder iconBulk Import
    • Import Office
    • Import Users
    • Loan Repayments
  • folder icon closed folder iconConfigurations
    • Global configurations – Client
    • Global configurations – Loan
  • folder icon closed folder iconVideos
    • Customer Journey Overview
    • How to create a Loan Product and Charges
    • How To View Reports?
    • Customer Self onboarding Journey
    • How to create new fields using Data table?
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Updated on October 21, 2021

CloudBankIn Documentation

  • folder icon closed folder iconSteps To Set Up Your System
    • Office
    • Currency
    • Chart of Accounts
    • Payment Type
    • Charges
    • Product Creation
    • Manage Codes
    • Manage Data Table
    • Employees
    • Configuration Of Maker Checker Task
    • Roles & Permission
    • Create User
    • Manage Working Days
    • Manage Holidays
    • Global configurations
    • Scheduler Jobs
    • Client
    • Bulk Import
    • Reports
    • Create Loan
  • folder icon closed folder iconClients
    • Create Client
    • Manage Client
    • Bulk Import -Client
    • Manage Codes
    • Global configurations – Client
  • folder icon closed folder iconLoans
    • Create Loan
    • Approve Loan
    • Disburse Loan
    • Product Creation
    • Manage Codes
    • Reports
    • Global configurations
  • folder icon closed folder iconLoan Management
    • Make Repayment
    • Bulk Import – Repayment
    • Prepay Loan
    • Foreclosure
    • Waive Interest
    • Reschedule
    • Write Off
  • folder icon closed folder iconBulk Import
    • Import Office
    • Import Users
    • Loan Repayments
  • folder icon closed folder iconConfigurations
    • Global configurations – Client
    • Global configurations – Loan
  • folder icon closed folder iconVideos
    • Customer Journey Overview
    • How to create a Loan Product and Charges
    • How To View Reports?
    • Customer Self onboarding Journey
    • How to create new fields using Data table?

Loans

Articles

  • Create Loan
  • Approve Loan
  • Disburse Loan
  • Product Creation
  • Manage Codes
  • Reports
  • Global configurations
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