Good morning, Staff 👋
Here's your overview for today
Today's Collections
₦0
My deposits today
Assigned Members
0
Active members
Pending KYC
0
Awaiting verification
Pending Deposits
0
Awaiting DA confirmation
Today's Withdrawals
₦0
Processed today
My Collections This Week
My Members
| CS Number | Name | Status | Last Visited |
|---|---|---|---|
| Loading... | |||
My Pending Deposits
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Record Transaction
Deposit or withdrawal for an assigned member
✓ Recorded! Reference:
Member & Purpose
Payment Method
Cash
Bank Transfer
POS
Transaction History
Browse and manage all recorded transactions
| Ref | Date/Time | Customer | Account | Type | Method | Amount | Status | Staff | Actions |
|---|
Collections Summary
Aggregated view across all transaction types
Daily
Weekly
Monthly
Yearly
Collections Trend
Transaction Type Breakdown
Summary Table
| Period | Savings | Loan Repay | Withdrawals | Investments | Deposits | Total In | Total Out |
|---|
Member Registration
Complete all sections — service setup opens automatically after registration.
✓ Member registered! CS Number:
Personal Information
Identification
Contact Details
Bank Account Details
Preferred account for withdrawal disbursements
Next of Kin
Account Settings
Members
View and manage registered members
Total Members
0
Active
0
Pending KYC
0
Suspended
0
| CS Number | Name | Phone | Branch | Account Officer | Wallet Balance | KYC | Status | Actions |
|---|
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Admin Dashboard
System overview and staff portfolio management
Total Staff
0
Total Customers
0
Total Collections
₦0
Total Withdrawals
₦0
Staff Performance Today
System Activity Log
Staff Portfolios
Individual performance and customer breakdown per field agent
User Management
Manage staff accounts and user groups
Staff Accounts
User Groups
| Username | Full Name | Role | Group | Last Login | Status | Actions |
|---|
Pending Deposits
Review and confirm deposits recorded by Account Officers
Pending
—
Confirmed Today
—
Total Pending (₦)
—
| Member | CS Number | Amount | Method | Recorded By | Time | Status | Actions |
|---|
Reports
Generate and export financial reports
Generate Report
Quick Stats
Total transactions this month
0
Gross collections
₦0.00
Total withdrawals
₦0.00
Net balance
₦0.00
Transaction Types
Add, edit, or remove transaction types and savings variants used across the system
Transaction Types
| Icon | Key | Label | Flow | Badge Color | Status | Actions |
|---|
⚠️ Changes to transaction types will immediately reflect in the New Transaction form and history filters.
💰 Savings Variants
Sub-types available when the Savings transaction type is selected
| Icon | Variant Label | Key | Status | Actions |
|---|
System Logs
Full audit trail of all staff actions and system events
| Time | Date | Actor | Category | Action |
|---|
Performance
Your activity and targets
Today
This Week
This Month
to
Monthly Targets
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Collections by Type
Collections by Method
EOD Report
End-of-day transaction snapshot per Account Officer
Cash Callover
Daily cash transaction report with token references
Loan Requests
Submit and track member loan requests
| Request No. | Member | Product | Amount | Term | Status | Date | Actions |
|---|
Investments
ShoreInvest — member investment accounts
| Account No. | Member | Product | Principal | Rate | Maturity | Status | Actions |
|---|
Call Calendar
Schedule and track member visits
Today
This Week
This Month
Messages
Group channel and direct messages with your team