Mambu Basics

Our latest updates, how to use Mambu support and first steps

• Support Center Home
• Using Mambu Support - Tools and Process
• Latest Mambu Features and Release History
• Mambu Development and Release Flows Overview
• Mambu Terminology
• After signing up
• Working with MyMambu
• Navigating in Mambu
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Mambu Setup

If you want to learn how to change your organization's settings, this is where you should start exploring

• Customizing your Account I
• Customizing Your Account II
• Holidays and Non-Working Days
• Organization Contact, Currency and Timezone
• Structuring your Organization's Branches and Centers
• Custom Fields
• Client ID document templates
• Internal Controls
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Managing Clients

Understand how to create and manage your clients.

• Creating New Individual Clients
• Photos and Signatures in Clients' Profile
• Assigning Clients to Credit Officers & Branches
• Editing and Deleting Clients
• Creating New Groups/ Corporate Clients
• Sending Manual Emails and SMS to a Client
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Loan Products Setup

Creating and managing Loan Products

• Setting Up New Loan Products
• Types of Loan Products
• Managing Loan Products
• Types of Loan Groups
• Interest Calculation Methods in Loans
• Repayment Allocation Order
• Loan Fees Setup
• Loan Penalties Setup
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Working with Loan Accounts

Creating and managing Loan Accounts

• Creating a New Loan
• Editing a Loan
• Approving a Loan
• Rejecting a Loan
• Withdrawing a Loan
• Disbursing a Loan
• Editing / Customizing Repayment Schedules
• Working with Credit Arrangements (Lines of Credit)
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Deposit Products Setup

Creating and managing Deposit Products

• Setting Up New Deposit Products
• Managing Deposit Products
• Interest Calculation Methods in Deposit Accounts
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Working with Deposit Accounts

Creating and managing Deposit Accounts

• Creating a Deposit Account
• Working with Deposit Accounts
• Managing Fees in Deposit Accounts
• Deposits, Withdrawals and Transfers
• Technical Overdraft
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Card Payments

• Card Payments and Authorization Holds
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Daily Operations

Find out how to do some of the most frequent operations in Mambu.

• Customizable Dashboard
• Searching for an Account
• Printing Account Documents
• Managing Multiple Branches
• Automatic End of Day Actions
• Reversing Transactions
• Interest Application
• Posting Transactions with Custom Fields
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Reporting

Generate reports and understand how to get all the information you need from Mambu.

• Accessing, Managing and Generating Reports
• Indicators
• Customizing Columns to Retrieve Information
• Custom Views
• Customized Reports
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Managing Risk

Learn how to always keep your PAR under control.

• Internal Controls
• Defining Risk Levels
• Risk Report
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Accounting

Set up and manage the way Mambu does your book keeping.

• Accounting Setup
• Creating your Chart of Accounts
• Cash vs Accruals Accounting
• Linking Products to Accounting
• Journal Entries
• Accounting Reports
• Accounting Closures
• Fees Accounting
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Tellering

Management of the Tellering Module

• Creating and Managing Teller Users
• Managing Tills (TELLERING widget)
• Processing Transactions via a Till (TELLERING widget)
• Managing corrections and adjustments in Tills
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Workflows in Mambu

Customise how you can work with Mambu.

• Loan Accounts' Life Cycle and States
• Clients States
• Working with Tasks
• Deposit Accounts' Life Cycle and States
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Data Migration

How to import your data into Mambu

• Importing Your Data
• Excel Template
• Export your data
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Mambu Mobile Android App

Setting up and using the Mambu Android App

• Latest Mambu Mobile Features and Release History
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Tips and Tricks

Learn valuable tricks to enrich your experience with Mambu

• Tips & Tricks
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