12 docs tagged with "organization-setup"

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.

Classes are the different classes of profit sharing within the same investment pool. For example, within a real estate investment pool you may have...

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

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...

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

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

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...

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

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.