40 docs tagged with "administration"

:::note

For all organizations (regardless of their use of Mambu's Accounting module) it's important to be able to close their accounts periodically, mainly...

A *user* is anyone who accesses and uses Mambu via the UI or the API. Each user has a user account that stores the access credentials, the details of...

You can set up and manage your currencies via the Mambu UI at **Administration** > **Financial Setup** > **Currency** or via the...

This guide will help you integrate your Mambu data lake with your AWS environment. For more information on the Mambu data lake, see the [Data Lake...

Mambu allows users or API consumers that have the **Download Backups** (`DOWNLOAD_BACKUPS`) permission to perform database backups. We recommend...

During the development process a Mambu database schema is required to be linked to the Jaspersoft Studio for the reports to be build with the correct...

A *user* is anyone who accesses and uses Mambu via the UI or the API. Each user has a user account that stores the access credentials, the details of...

To delete a loan account you must have the **Delete Loan Accounts** (`DELETE_LOAN_ACCOUNT`) permission. You may delete a loan account that has been...

Deleting a deposit account removes it permanently. Except when created by mistake, we recommend that you close deposit accounts, not delete them.

You can only edit deposit accounts' terms and conditions when the account isn't active yet. After accounts are approved and in the _Active_ state,...

End of Day (EOD) processing refers to the daily and hourly jobs that are executed usually at the end of each day in order to manage the data in your...

Before you can start using the Mambu Payments Gateway API and the Mambu Payment Gateway (MPG) the following steps are required.

Whereas non-working days apply to your entire organisation, holidays can be defined as either organisation-wide, for specific branches, or...

After you have [obtained a database dump](/docs/database-clone), you can proceed and import it into the local instance of MySql Server.

As a new Mambu customer, our onboarding team will guide you through our onboarding process and answer any questions you may have. In a series of...

This article discusses the various language settings available in the Mambu UI. We support Spanish, German, French, Portuguese, and other languages....

Mambu allows you to lock and unlock deposit accounts to better manage situations where you need to stop applying interest or fees to them.

Mambu allows you to lock and unlock loan accounts to better manage situations where you need to stop applying interest, fees, or penalties to them.

The Mambu UI is our browser-based core banking user interface. It is used to set up, administer, configure, and access your organization's branches,...

When adjusting a transaction that is associated with a till that has already been closed, you will receive the following error message:

Once a credit arrangement is created, it will be displayed as a separate tab on the client or group **Overview** page (similar to the way a loan...

If you need to make changes to a deposit product:

Mambu supports three types of fees you can set up when creating a deposit product and later apply to deposit accounts, monthly fees, manual fees, and...

This page describes how to manage groups. For general information on groups and how they are used, see [Clients and Groups...

When you edit a loan product, the new terms and conditions will only affect any new accounts created under that product.

There are two types of authentication available in Mambu, *Mambu login* and *federated authentication*.

An *organization* refers to the entirety of your business, along with all of your branches and staff members. Mambu provides configuration options...

You can edit all the information related to your organization's contact information and general settings.

Mambu uses an automated system to approved the calculated and distributed profits, which provides transparency and speed. Manual approval is not...

If a deposit account was closed by mistake or if a client who has been inactive for some time comes back to your organization and wants to use the...

Accounts that are not yet closed can be removed (unlinked) from credit arrangements as long as the product setup does not require the account to be...

The scheduler and holidays settings control when incoming and outgoing payments are processed. Schedulers have two jobs, sending transactions for AML...

The following tools are required on the local machine to start creating Jasper reports for Mambu.

The Mambu Payment Gateway (MPG) has multiple configuration options to address your needs. All these options are available in the **System...

A *card token* is a string of symbols that replaces a payment card number and is used to uniquely identify a payment card.

A *transaction* is any operation implying changes in the balance of an account. Some transactions are posted through transaction channels. A...

Customers are able to transfer the ownership of an account to a different owner. This can be done in the following directions:

This article discusses how to manage users and use the audit trail feature in Mambu Payment Gateway once you already have your first user set up.

To manage tills, use the **Tellers** widget accessible from the Dashboard.