Checker inbox and tasks

Owned by Sangamesh Nadagoudar
Last updated: Jun 28, 2019 by Massabe Lydiane

Checker Inbox & Tasks can help

  • Bulk Client Approvals
  • Bulk Loan Approvals
  • Bulk Loan Disbursals  

On this page:

How To Use Checker Inbox & Tasks

  • Go to the left panel and click on 'Checker Inbox & Tasks'



        Once you click it, the following window will appear showing pending tasks for checker inbox, clients and loans.

Checker Inbox  

     

If you have enabled Configure Maker-Checker Tasks then after the maker creates the entity for example client, it would be shown in the checker inbox as pending for checker. On checking by checker, it gets to the next step.    

Client Approval

  • Click on 'Client Approval' to see the list of clients which are not yet activated.

          Select the clients using checker box and then click on Approve button.   

Loan Approval  

  • Then Click on 'Loan Approval' to see the list of loans which are not yet approved.

     

           Select the loan accounts of the client and then click on Approve button. 

Loan disbursal  

  • Then click on 'Loan Disbursal' to see the list of loans which are not yet disbursed.

  • Select the loan accounts of the client which are approved but not yet disbursed.

  • And then click on 'Disburse' button in order to simultaneously disburse multiple loans. 


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