This manual address all the system functionality in as much detail as is practical.
There is a User Help subsystem which caters for normal use and daily operation issues experienced by account holders and credit union staff.
Developers are provided the following Developer Resources but are always free to contact the team via launchpad.
The accounting rquirements of setting up a credit union are non-trivial for most and these Accounting pages have been provided to aid this process.
The text below is still very much draft and is for place holding only..
-adding system users
-configuring roles, runctions and permissions
-creating an internal account
-adding a customer
-adding in modules with new/replacement functionality
-configuring bank, branch, country sort codes - manually and automated processes
configuring static data
- account types
- account statuses
- address types
- bank branches
- charge methods
- charge tiers
- customer status types
- interest charged
- interest tiers
- login profile types
- marital status type {single, divorced, married in community of property, married ANC, common law, traditional, multiple spouses}
- relation types
- service types
- transaction codes
