How do I…?

Every task in this guide, on one page. Find what you want to do and follow the link: each one opens the steps with a screen for every step.

Set the system up

I want to	Where
add a member of staff and give them a role	Add a member of staff
change what a person may do	Change what a person may do
add a branch, member category or member group	Branches, categories and groups
change a setting (fees, share value, loan rules, portal)	The settings, tab by tab
create a savings product	Add a savings product
create a loan product	Loan products
set the journals and accounts	Journals and accounts
set up fees and fines	Add a charge

Members

I want to	Where
register a new member	Register a new member
approve and activate a member	Approve the application
record the first shares	Record the first shares
give a member portal access	Grant access
take portal access away	Take access away
change a phone number, address or other detail	Change a member’s details
add a member’s employer	Add an employer
record a share purchase	Record a share purchase
suspend or reactivate a member	Suspend and reactivate
settle a member who leaves	The exit settlement
find a member, or export the register	Find members and export
print a member card, statement or share certificate	Print member documents
review an application made online	Join online: what staff do

Savings

I want to	Where
open a savings account	Open a savings account
take a deposit	Take a deposit
pay a withdrawal	Pay a withdrawal
approve a withdrawal	Approve a withdrawal
read a balance or print a statement	Balances and statements
pay interest on savings	Interest on savings
freeze, make dormant or close an account	Freeze, dormant and close

Loans

I want to	Where
take a loan application	Take a loan application
top up a running loan	Top up a running loan
add guarantors and record their consent	Guarantors
appraise an application and take it to committee	Review, appraise and approve
disburse a loan	Disburse a loan
record a repayment	Record a repayment
pay off a loan early	Pay off a loan early
recover a loan from deposits	Recover from deposits
follow up arrears, reschedule or write off	Arrears, rescheduling and write-off
read a schedule or print a loan statement	Schedules and loan statements

Fees and the ledger

I want to	Where
bill one member or many	Bill members
receive, waive or cancel a bill	Receive, waive and cancel
see what posts to the ledger	What posts, and how
reverse an entry	Reversals

Reports

I want to	Where
read the dashboard	The dashboard
print a member statement	Member statements
print the loan portfolio or the arrears	Loan reports
total anything, or export to Excel	Lists, pivots and Excel

Portal and bank collections

I want to	Where
see what a member sees on the portal	What the member sees
accept an application made on the website	Join online: what staff do
handle a loan applied for on the portal	At the loans desk
see a payment a member announced on the portal	Pay from the portal
confirm a Co-op Bank payment waiting for review	Payments waiting for you
read the bank statement feed	The bank statement feed