Introduction
FinGrow manages members, loan portfolios, deposit schemes and field collections for microfinance institutions and co-operative societies. This manual covers branch operations, agent workflows and statutory reporting.
What this manual covers
Section titled “What this manual covers”This is the complete operating manual for FinGrow 2.0. It is written for the people who use the application day to day, and is organised by module so you can read it front to back as training material or dip into a single task.
The modules
Section titled “The modules”Members
Enrol members and maintain their KYC and account history.
Loans
The full loan lifecycle from scheme setup to closure.
Deposits
Recurring and fixed deposit products end to end.
Collections
Counter and field collection, reconciliation and receipts.
Agents
Field staff onboarding, territories and commission.
Accounting
Vouchers, day book and the branch cash position.
Reports
Portfolio, collection and statutory reporting.
How to read a page in this manual
Section titled “How to read a page in this manual”Every task page follows the same shape, so once you have read one you know where to look on all of them.
| Step | Action | Result |
|---|---|---|
| 1 | Overview | What the screen is for and when to use it |
| 2 | Prerequisites | What must already exist before you start |
| 3 | Procedure | The numbered steps, with screenshots |
| 4 | Expected result | How to tell it worked |
| 5 | Field reference | Every field, its type and its rules |
| 6 | Common problems | What usually goes wrong, and the fix |
The structure of a task page
Conventions
Section titled “Conventions”| Field | Type | Description |
|---|---|---|
| Bold text | Notation | A button, menu item or field label exactly as it appears on screen. |
| Sales → Transactions | Notation | A navigation path through the menu. |
| Monospace | Notation | A value you type, or data as the application stores it. |
| Required | Flag | The field is mandatory; the screen will not save without it. |
Notation used throughout this manual