Check off user manual

Check off user manual


You can either Import a checkoff or Create a checkoff

The checkoff feature is found in the transactions dropdown




A. IMPORT CHECKOFF

  1. Click on Import


     2.  Download the template
3. Fill the csv file with the checkoff details for the loans to be paid with the checkoff
4. Upload the file. 
5. Review the results, It will show the number of successful and failed records. 
6. Click on Done/Close








6. Once the file has been uploaded successfully, Click on the edit checkoff details

7. Edit Name, review the details and save the checkoff

8. To record payment, click on record payment

9. Fill in the details as required and click on Post Payment



B. CREATE NEW CHECKOFF

  1. Click on the New Checkoff button

  1. Search for the members you want to add to the check off.

    1. You can filter the search based on the member name, label, organization, group, product and the time frame(period).

  1. Select the member by clicking on the check box next to the name of the member.

    1. If you wish to select all members click on the first check box next to the word ‘Name’.


  1. To navigate and select more members click on the word “next”, to go to the previous list click on the word “previous”  at the end of the list of the members.

  1. After selecting the members, click on the “Add to List” button

  1. The selected members will be seen on the list at the bottom of the page.


  1. To name or rename your checkoff. Click on the name of the checkoff at the top left of the page.

  1. Click on the “Save” button to save the new checkoff.


SEARCH 

Search for a check off

  1. Click on the “ Search Checkoff” button, type the name of the checkoff and then press enter on your keyboard.


Search for a member in a checkoff


  1. Click on the check off you want to search from.

  2. Click on the “Search here” button

  3. You can search by either name, loan number, amount or due date.


CONTACT DETAILS


To update the account contact details in the checkoff list.

 

  1. Click on any of the contact fields 

  1. Fill in  the contact details in the form provided and click on the “Save Changes” button to save the details.


PAYMENT

NB: You cannot update payment for a checkoff that is already paid.

To record payment for a checkoff:

  1. Click on the unpaid checkoff you want to update payment for.

  2. Click on the “Record Payment” button.

  1. Fill in the form with payment details and click on the “Post payment” button.

MAKE A COPY

To make a copy of a checkoff:

  1. Click on the drop down next to the “Record Payment” button.

  2. Click on the word “Make Copy”.



C. EXPORT DETAILS 

To export a checkoff as a CSV:
  1. Select the checkoff you want to export its data.

  2. Click on the drop down next to the “Record Payment” button.

  3. Click on the word “Export CSV”.


D. DELETE CHECKOFF

​

Deleting an existing checkoff

  1. Select the checkoff you want to delete

  2. Click on the drop down next to the “Record Payment” button.

  3. Click on the word “Delete checkoff ”.




UPDATE MEMBERS IN A CHECKOFF.

  1. Select the Checkoff you want to update.

  2. Click on the pen icon next to the name of the checkoff.


  1. This will lead you to the checkoff list where you can:

    1. Add new members 

  • Select a member(s) by clicking on the checkbox next to the name of the member.

  • Click on the “Add to List” button.

  1. delete current members.

  • Click on the delete icon under the actions column 



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