For the complete documentation index, see llms.txt. Markdown versions of documentation pages are available by appending .md to page URLs; this page is available as Markdown.

Index¶

User manual - Index

• How to Use This Manual
• For All Users
• General Navigation
  • Sign In Page
  • Welcome Page
  • Dashboard Page
  • List Page
  • Menu Page
  • Form Page
  • Clients-Groups-Centers Navigation
  • Navigation Tool
  • Global Search
  • Loan Product and Accounting with Spade
• Reports
  • Standard Reports Shipped in Spade Core Banking
  • Standard Reports Field Descriptions
  • Custom Reports
  • Creating Simple Pentaho Report and Embedding it to Spade Core Banking
  • XBRL Reporting
• For Administrators (Spade Core Banking Platform)
• Initial System Set Up
• Administration
  • Users
  • Organization
  • Manage Offices
  • Currency Configuration
  • Manage Holidays
  • Manage Funds
  • Manage Employees
  • Bulk Loan Reassignment
  • Standing Instructions History
  • Teller / Cashier Management
  • Fund Mapping
  • Working Days
  • Password preferences
  • Payment type
  • Loan Provisioning Criteria
  • SMS Campaigns
  • Message Gateway Configuration
  • Daily Teller Cash Management
  • Entity Data Table Checks
  • System
  • Manage Data Tables
  • Audit Trails
  • Manage Codes
  • Manage Reports
  • Manage Roles and Permissions
  • Manage Scheduler Jobs
  • Configure Maker-Checker Tasks
  • Global Configuration
  • Manage Hooks
    • Steps for creating sms bridge
  • Account Number Preferences
  • Entity To Entity Mapping
    • External Services
  • Products
  • Loan Products
    • Loan Product Fields
    • Accounting Loan Product Fields
    • Configuring and Disbursing of Top-Up Loan
    • Declining Balance Interest Calculation
    • Enabling Floating Rate
    • Enabling Variable Installments
    • Flat interest calculation
    • Loan Product Fields—Additional Fields for Loans with Variable Terms based on Loan Cycle
    • Recalculate Interest
    • Tranche Loan Fields
    • Setting up Minimum Days between Disbursal and First Repayment
  • Product Mix
  • Savings Products
    • Saving Product Fields
    • Accounting Saving Product Fields
  • Fixed Deposit Products
    • Fixed Deposit Product Fields
    • Accounting Fixed and Recurring Deposit Product Fields
    • Interest rate chart with amount range
  • Charges
  • Floating Rate
  • Recurring Deposit
    • Recurring Deposit Product Fields
  • Interest Calculations for Deposit Products
  • Overdraft Product
  • Share products
    • Dividends
  • Manage Tax configuration
  • Templates
  • Spade dropdown
• Clients, Groups and Centers
  • Manage Clients
  • Client Life Cycle Statuses
  • Client Relationship Management
  • Manage Groups
  • Manage Centers
• Accounting
  • Chart of Accounts - General Ledger Setup
  • Default COA sql script
  • Accounts linked to Financial Activities
  • Migrate opening balances (Office-wise)
  • Accounting Rules
  • Provisioning Entries
  • Print General Ledger Listing
  • How To Enter GL Opening Balance
• Configure Notifications
• For Operational Users (Spade Core Banking Web App)
• Accounting operations
  • Add Journal Entries
  • Searching Accounting Transactions
  • Frequent Postings
  • Advanced Accounting Rules
  • Closing Entries
  • Accruals
• Accounts and Transactions
  • Cash Transaction Processing
  • Deposit Accounts
  • Spade Core Banking Saving Accounts
    • How to Activate a Saving Account
    • How to Add a Charge to a Saving Account
    • How to Approve a Saving Account Application
    • How to Calculate Interest for a Saving Account
    • How to Close a Saving Account
    • How to Create a Saving Account Application
    • Saving Account Fields
    • How to create overdraft account (Draft)
    • How to Delete a Saving Account Application
    • How to Make a Deposit to a Saving Account
    • How to Make a Withdrawal from a Saving Account
    • How to Modify a Saving Account Application
    • How to Post Interest to a Saving Account
    • How to Reject a Saving Account Application
    • How to Transfer funds from a Saving Account
    • How to Withdraw a Saving Account Application
  • Standing Instructions
    • How to Set up a Standing Instruction
    • Standing Instruction Form Fields
  • Term Deposit Accounts (Fixed Deposit / Recurring Deposit)
    • How to Activate a Term Deposit Account
    • How to Add a Charge to a Term Deposit Account
    • How to Approve a Term Deposit Account Application
    • How to Calculate Interest for a Term Deposit Account
    • How to Close a Term Deposit Account
    • How to Create a Term Deposit Account Application
    • Term Deposit Account Fields
    • How to Delete a Term Deposit Account Application
    • How to Make a Deposit to a Recurring Term Deposit Account
    • How to Modify a Term Deposit Account Application
    • How to Post Interest to a Term Deposit Account
    • How to Reject a Term Deposit Account Application
    • How to Withdraw a Term Deposit Account Application
  • Creating Recurring Deposit Account:
  • Loan Accounts
  • How to Create a Loan Account Application
    • Loan Account Fields
  • How to Make Repayments on a Client Loan Account
  • Track Loan Performance History
  • How to Approve a Loan Account Application
  • How to Add a Charge to a Loan Account
  • How to Modify a Loan Account Application
  • How to Assign a Loan Officer
  • How to Reject a Loan Account Application
  • How to Withdraw a Loan Account Application
  • How to Delete a Loan Account Application
  • How to Add Collateral to a Loan Account
  • How to Add/Remove/Modify a Guarantor to a Loan Account
  • How to Manage Loan Account Disbursment
  • How to Make Repayments on a Group Loan Account
  • Using collection sheet or other payment types for making payments
  • How to Waive Interest for a Loan Account
  • How to Write-off a Loan Account
  • How to Close a Loan Account as Rescheduled
  • How to Close a Loan Account
  • Making Prepay of the loan
  • How to Prepay a Loan Account
  • How To Create Group Loan Account
  • How to Process Bulk JLG Loan Application
  • How to generate - Loan transactions report
  • How to reschedule loan
  • How to provide floating rates
  • How to provide variable installments
  • How to create new loan - Interest Recalculation
  • Tranche loan process
  • Loan with term vary based on loan cycle
  • How to Place Guarantee Funds On-Hold?
  • Overdraft account
  • Saving Accounts
  • How To Create Group Saving Account
  • Share Accounts
• Checker Inbox & Tasks
• Side Bar - Features
• Checker inbox and tasks
• Collection sheet
• Help.
• Individual collection sheet
• Keyboard short-cuts
• Navigation
• Others - Spade dropdown
• Help
• Profile
• Settings
  • Date format
  • Language
• Signout
• Data Import Tool
• Getting started with - Data Import Tool
• Installing Data Import Tool
• Glossary of Terms
• Index
• Reporting Documentation
• Mobile Money Tool
• Online Banking App 2.0 User Manual
• Developer Environment Setup for Online Banking App 2.0

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