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.

Transcript of HR Software Users’ GuideNote: For the initial access type “admin” for User Name; and type...

Page 1: HR Software Users’ GuideNote: 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

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.

Page 2: HR Software Users’ GuideNote: 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

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.

Page 3: HR Software Users’ GuideNote: 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

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.

Page 4: HR Software Users’ GuideNote: 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

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.

Page 5: HR Software Users’ GuideNote: 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

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

Page 6: HR Software Users’ GuideNote: 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

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.

Page 7: HR Software Users’ GuideNote: 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

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.

Page 8: HR Software Users’ GuideNote: 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

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.

Page 9: HR Software Users’ GuideNote: 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

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.

Page 11: HR Software Users’ GuideNote: 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

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.

Page 12: HR Software Users’ GuideNote: 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

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