17 docs tagged with "casc"

Accounting rules allows you to create general rules for your accounts such as setting automatic accounting closures that recur on a regular basis and...

Authorization Hold (also Card Authorization or Pre-authorization) is the practice of authorizing electronic transactions processed with a debit or a...

A *branch* in Mambu is the default label for an organization's subdivision. Often branches represent:

A *centre* is the default label for a subdivision of a *branch*, which is the default label for an organization subdivision. A centre can be...

A *client* models any customer that is just an individual. A *group* models any customer that is not an individual.

You can batch configure Mambu elements - such as organization details, custom field definitions, holidays, branches, user roles, and more - using...

To set up system options for all profit-sharing arrangements, navigate to the **Configuration > System Options** tab. Typically, there is one active...

Currencies are used to configure the currency type associated with monetary values in Mambu. For more information, see [Currencies](/docs/currencies).

A custom field consists of the custom field definition and the custom field value. The *custom field definition* is the custom field you create using...

With *Configuration as Code* (CasC), you may batch configure your group role names configuration via the API using YAML. For general information on...

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

An *ID template* is a representation of a type of ID document. For more information, see [ID Templates](/docs/id-templates).

With *internal controls* you can set up automatic controls for loans, such as the dormancy period, the number of days you want to wait before locking...

The default labels that can be changed are clients, groups, branches, centres, credit officers, interest, fees and loan. For more information, see...

An *organization* is how we refer to your institution, including staff members and the different branches. For more information about your...

A transaction channel is a form of payment such as cash, POS device, receipt, check, bank and so on.

With *Configuration as Code* (CasC), you may batch configure your user roles configuration via the API using YAML. For general information on CasC,...