20 docs tagged with "getting-started"

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

Every deposit account you create in Mambu is an instance of a deposit product that has been created before. So, the terms that were set for the...

Every group you create is created from a group type. Make sure to have set up any necessary group types before moving on to group creation. For more...

A *credit arrangement* is the maximum amount a client can take out in loans and overdrafts. It is similar in function to the *maximum exposure*...

Every loan account you create in Mambu is an instance of a loan product that has been created before. So, the terms that were set for the product...

Every individual client you create is created from a client type. Make sure to have set up any necessary client types before moving on to individual...

The *Chart of Accounts (CoA)* is the basis of your organization's accounting. Here you will have all the accounts you need to keep track of the...

Follow the examples below to get familiar with reports created over Mambu. Observe their requirements and results. Take a step further by importing...

This section describes how to import and extract existing data into and out of Mambu.

You can use the following tutorials and user guides to learn about Jasper:

You may import data into Mambu by filling out an Excel template that we provide and submitting it with the Mambu UI. This can be convenient if your...

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...

Mambu offers a full suite of RESTful APIs to provide programmatic access to nearly every aspect of our banking software, typically with JSON or YAML...

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

When you first log in to the Mambu UI, you will land on a customizable dashboard composed of different widgets. For more information, see...

In keeping with our philosophy of composable banking, Mambu provides many ways to develop software to interact with our services and features.

Your Mambu instance includes a *production tenant* and a *sandbox tenant*. Your live application is hosted on your production tenant. While the...

A *deposit product* allows you to set up in advance the parameters for a type of deposit that you wish to regularly offer. Deposit products are...

A *loan product* allows you to set up in advance the parameters for a type of loan that you wish to regularly offer. Loan products are flexible and...

Mambu is the core engine of a cloud-based composable banking architecture that enables the use of best-for-purpose technologies to offer modern...