Transaction Menu
Welcome to the Transaction Menu, your one-stop shop for managing all your client interactions!
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Welcome to the Transaction Menu, your one-stop shop for managing all your client interactions!
Last updated
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Welcome to Mobiloan’s Transaction Management Module - a powerful sub-module that sets the platform apart by offering a customized, accounting-like approach to managing loan transactions.
This module enables both manual transaction entries and automated receipting, ensuring accuracy and transparency in financial records.
For non-automated receipts, this module enables you to access a specific client account and manually create an installment receipt.
This structured approach ensures that all financial activities are accurately recorded, contributing to reliable reporting and compliance.
Navigate to the Main Menu and select Transaction Menu to access the following collection menu options. Refer to the table below for a detailed overview of the Transaction Menu's various options and their purposes.
Access and review all receipts associated with client transactions. Issue refunds efficiently while maintaining proper transaction history.
Record and manage business-related purchase and sale transactions.
Streamline the reconciliation process to verify and balance daily transactions.
Allows you to locate specific transaction using custom search criteria defined by you.
By leveraging these tools, you can ensure precision in loan transactions, maintain financial accuracy, and enhance overall operational efficiency.
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