Version 1.28 Release Notes

Transcription

1 Version 1.28 Release Notes Musoni Release Notes

2 Release Notes Overview The Release Notes are a comprehensive overview of the new features and functionality added as part of Musoni s latest release. These notes are designed to give you all the information you need to immediately understand and start benefitting from the new features. For each new feature, we give a high level description of the functionality, and provide a step-by-step walkthrough, along with screenshots of how to start using the system. If you would like to learn more about any new feature, please contact the Musoni support team on it-support@musoni.eu who will be happy to answer any questions you have. Musoni Release Notes

3 Table of Contents 1. Addition of new field types to custom forms / surveys 4 2. Integration with Kopo Kopo (Kenya) 8 3. SMS Business Rules Addition of Maker-Checker functionality for Savings Transactions Manually Post Savings Interest Smaller Improvements and Bug Fixes 12 Musoni Release Notes

4 1. Addition of new field types to custom forms / surveys We have now added a number of new field types that can be used when building any custom form (custom forms can be used to design your own surveys and workflows for clients, groups, loans or savings in the system). The new field types include photos, checkboxes, signature fields and file uploads. To add any of these new field types to a custom form, simply select your preferred field type from the list of options, as shown in red below: Once you re happy with your custom form, then click save, and you ll be able to add the form to any client from the client details page in the main system web interface, as shown below: Musoni Release Notes

5 The new fields will also automatically sync with the Musoni App, and can therefore be filled out by a loan officer using the app in the field. An example of this is shown in the screenshot below, taken on a 7 android tablet. If you would like any assistance configuring any of the new fields then please contact it-support@musoni.eu. 2. Condition Fields & Formulas on Custom Forms Alongside the new field types, we ve also made it possible to make fields on custom forms conditional on the inputs entered in previous fields. You can also use formula fields to carry out cashflow analysis and calculate business ratios. See below for a more detailed explanation of each: Conditional Fields Once you have created a custom form then you can edit it to make specific fields conditional on the outcomes of other fields. To do this click View on the custom form you wish to edit, and you will see a new column labeled Display Condition, as shown in red below: Musoni Release Notes

6 Once you click on the display condition icon, you will have the option to make that particular field conditional. In the example below, the field is being made conditional on a Yes being entered as a response on the previous Do you have a Business field. You can use the formula expressions at the top of the window to use different conditional rules. Once you have entered your rule, then click save and you will see the Conditional icon has been highlighted in the form overview, as shown below: Musoni Release Notes

7 If you would like any training on setting up conditional fields then please contact Formula Fields The system can now automatically carry out calculations in custom forms, using data entered into fields within the same form. For example, if you ask the client to enter their weekly income and weekly costs, the system can automatically calculate the client s net income. To add a formula field to a custom form, first add either a new number or text field to the form (depending on whether you wish your formula to display a number or text as the outcome), and click Submit. Go back into the form, and click on the Formula Expression icon for the specific field you wish to be a formula, as shown in red below: Musoni Release Notes

8 By clicking on the icon, you can then configure the formula of your choice. The formula used in the example below calculates the net income by subtracting the Weekly Costs from the Weekly Income. To do this, I first selected the Weekly Income field from the Select a field dropdown and then clicked Add. Then I selected the - icon from the list of expressions at the top of the menu, before finally selecting the Weekly Costs field from the Select a Field dropdown. I then clicked save, and can see the formula was successful as the icon is now highlighted green. When the form is completed (either in the system or in the Musoni tablet app), the system will now automatically calculate the client s Net Income display it in the form. If you would like any training on setting up formulas then please contact itsupport@musoni.eu. 3. Integration with Kopo Kopo (Kenya) Musoni Release Notes

9 The Musoni System has now been integrated with Kopo Kopo in Kenya, enabling you to automatically receive Lipa na M-PESA payments directly into Musoni (you can still process M-PESA PayBill payments directly in the Musoni System. To configure the Kopo Kopo integration you need to go to Configuration>MMT Services, and then click on the Kopo Kopo tab, before then clicking on Configuration. API Key is provided by Kopo Kopo and entered into Musoni here { Copy and paste the username, password and URL into Kopo Kopo To integrate the Musoni System and Kopo Kopo you need to take the Username, Password and URL generated by Musoni (and shown on the Configuration page) and enter these into the Kopo Kopo interface. You will then be provided with an API Key by Kopo Kopo that you need to enter into the Musoni System on the Configuration page. Musoni Release Notes

10 Once you click save then the two systems will be integrated. 4. SMS Business Rules We ve added a number of new business rules to the SMS module, making it easier than ever for you to send out relevant messages to your clients. An overview of the new rules is given below: Loans Outstanding after final instalment date use this rule to send messages to clients who have an active loan (with an outstanding balance) between X to Y days after the final instalment date on their loan schedule. Loan Fully Repaid use this rule to send messages to clients who have fully repaid a loan (Closed or Overpaid) in the last X to Y days These business rules can be found in the SMS module when creating or editing a campaign, as shown in red below: 5. Addition of Maker-Checker functionality for Savings Transactions It is now possible for you to enable maker-checker functionality on both savings deposits and savings withdrawals. When enabled, this means that any deposit or withdrawal will require approval before being processed in the system. To enable maker-checker on savings transactions, go to Configuration>Access Management and click on the Maker-Checker Permissions tab. Select the Savings Module, and click on the checkbox next to savings deposits or withdrawals, as shown in red below: Musoni Release Notes

11 Once selected, when you deposit or withdraw any savings you will be told that the action is Submitted and Awaiting Approval. In the same way as any other actions pending approval, you can view and approve all pending savings deposits or withdrawals by clicking on the Pending Tasks from the Dashboard. 6. Manually Post Savings Interest The system normally posts interest in line with the configuration of the posting period for each particular savings product (typically monthly or quarterly). You are now able to manually post any interest accrued on a savings account. This is expected to be used when a customer is closing their account and wishes to withdraw the balance and any interest in the middle of your posting period. You can manually post accrued interest onto a savings account by clicking on the Post Interest button on the Savings Account Details page, as shown in red below. Musoni Release Notes

12 7. Smaller Improvements and Bug Fixes MS Show all pending items on Pending Tasks page MS Upgrade to new Vodacom M-PESA file formats in Tanzania MS-938 Approved Group Postings now longer need a third approval if maker-checker on repayments is turned on MS Ability to edit Group Registration & Activation Dates MS Fix to update the hierachy of sub-branches when a parent branch is edited MS Ensure Group Posting Data is persisted even if you go back a screen MS Show settings when viewing an SMS campaign MS Add Original Fees & Total Loan Amount to the Disbursed and Outstanding Loan Reports MS Remove decimals from SMS message amount fields MS Change label/color for "Approved" Bulk Payments with failed transactions MS Client Report layout improvements MS Loan schedule report - add dynamic loan search MS-1102 Integration with Sage 300 (for more information please contact itsupport@musoni.eu) MS MMT error on B2C Reversals fixed MS Creation of a View for transaction type 'Disbursement' MS Add Product Filter to Branch PAR 1-30 Report MS General improvements to migration script MS Incorrect loan officer shown on client transfer review fixed MS Ensure that the closed-on date is removed when reversing a transaction that closes loan MS Add arrears and final repayment fields to Disbursed Loans and Outstanding Loans Report MS Ability to search for client phone number using the APIs MS Add mouse-over with full message to SMS Module MS Remove Account No field from Edit Client page MS Ability to reactivate a rejected or withdrawn client MS Allow the end user to edit branch opening date MS Client Name added to the RTGS Report MS Increase number of records in audit module to 5,000 MS When deleting a GL account, deletion should be blocked if the account is still linked to a product Musoni Release Notes