Musoni System Release 1.29musonisystem.com/wp-content/uploads/2016/10/Musoni-System-Release...Maker-checker when editing clients & groups 19 ... – Audit Report 21 12. Smaller Improvements

MusoniReleaseNotes1.29 1

Version 1.29

Release Notes


ReleaseNotesOverviewThe Release Notes are a comprehensive overview of the new features andfunctionalityaddedaspartofMusoni’s latestrelease.Thesenotesaredesignedtogive you all the information you need to immediately understand and startbenefittingfromthenewfeatures.For each new feature, we give a high level description of the functionality, andprovideastep-by-stepwalkthrough,alongwithscreenshotsofhowtostartusingthesystem.Ifyouwould like to learnmoreaboutanynewfeature,pleasecontact theMusonisupport team on [email protected] who will be happy to answer anyquestionsyouhave.


TableofContents

1. Designandexportcustomdatasets(dataextractor) 4

2. Scheduleemailstoclients 7

3. Generateclient&loandocumentsfromthesystem 9

4. Linkcustomformstospecificproductworkflows 13

5. SMSmessageslinkedtoevents(suchasrepayments) 14

6. Applypenaltieswhenloanoverdueatendofloanschedule 15

7. Searchformobilepaymentsusingphonenumberorreference 16

8. Editchargeamountduringloancreation 17

9. Transferoverpaymentstoaloan 18

10. Maker-checkerwheneditingclients&groups 19

11. NewReports–AuditReport 21

12. SmallerImprovementsandBugFixes 22


1. Designandexportcustomdatasets(dataextractor)

Itisnowpossibletodesignandthenexportyourowncustomdatasets(essentiallyreports), directly fromMusoni. This enables you topull outmuchmoredata (andmorespecificdata)thaneverbefore,aswellasmakingitpossibleforthefirsttimetoexportdatacapturedoncustomformsandfields.TodesignyourowndataexportyouneedtogotoReports>DataExport,asshowninthescreenshotbelow:

From here you can see a list of any existing custom data exports. These can beedited from thispage,or youcan clickon theblue ‘CreateDataExport’button todesignanewexporttemplate.

Whendesigningyournewdataexporttemplate,youhavetheoptiontoselectthesystementitythatthetemplatewillbelinkedto(clients,groups,savingsorloans).Intheexamplebelowwehaveselectedloans.


Once you select the base entity, you are then shown a list of fields linked to theentity that canbedisplayed in the export. Simply select the fields youwish to bedisplayedbychecking the respectivecheckbox.Thenclick “AddSelectedFields”atthebottomofthepage:

Youarethenshownalistofthefieldsyou’veselectedontherightofthepageunder‘Selected Fields’. You can adjust the order they are displayed by dragging anddroppingthefieldsupordownthepage,asshownbelow.


Onceyou’rehappywiththefieldsandtheorder,click‘Next’.Atthispointyouhavetheoptiontoaddmorefieldsfromanyofthecustomformsinthesystem:

Select the custom form(s) you wish to add to your report in the same way youselectedindividualfields.Click‘Next’todeterminethespecificfiltersthatwillbeappliedtotheexport.Inthescreenshot belowwehave selected the filter “DisbursementDate” and selected astartdateof01-01-2016andanenddateof25-10-2016.Thismeanstheexportwillshowdataonallloansdisbursedbetweenthestartoftheyearandthe25thOctober.


Onceyou’veaddedthefilter,click‘Next’tobeshownanoverviewofthedatathatwill be displayed in your data export. Then click ‘Save’. Your data export is nowcompleted,andcanbedownloadedatanytimeineitherexcelorcsvformat.

There is no limit to the number of data export templates that can be created inMusoni.

2. ScheduleemailstoclientsYoucannowuseMusonitosendemailstoclients,includingattachmentssuchastheloan schedule, mini-statements or client report. This is designed to help improvecommunicationwithclients,andgivethemmoreinformationontheirproductsandprogress.Tosetupanemailcampaign,navigatetoConfiguration>EmailModule,asshowninthescreenshotbelow:


Fromhereyoucanseealistofanyexistingemailcampaigns,orclicktheblue‘CreateCampaign’buttontosetupanewemailcampaign:

Creating a new email campaign is done in a similarway to setting up a new SMScampaign.Youneed to select thecampaignname, thecampaign type, thedateofsending, the business rule used to select the recipients, and finally which reportyou’d liketo includeasanattachment.Youcanalsofilterbybothbranchandloanofficer in case youwish different clients in different branches to receive differentemails(oronlyclientsinonebranchtoreceiveemails).


Onceyou’veconfiguredtheparametersofyouremailcampaign,clicknext to thenentertheemailsubjectandtext.

AsintheSMSmodule,youcanusetagstopersonalisetheemailwithspecificdetailslinkedtotheclientoraccount.Onceyou’veenteredyourpreferredtext,clicknexttopreviewthemessage.

If you’rehappywith the email preview, click save and the email campaignwill becreated with the status “pending approval”. A second user will be required toapprovethecampaignbeforetheemailsareactuallysentout.Note–beforeanymessagescanbesentfromMusoni,youwillfirstneedtoconfigureyouremailserverssothatanemailaddresslinkedtoyourorganisationisusedasthesender address. Please contact [email protected] if you’d like anyguidanceondoingthis.

3. Generateclient&loandocumentsfromthesystem


Thedocumenttemplategeneratorenablesyoutogeneratepersonalisedclientandloandocumentsstraightfromthesystem.Onewayinwhichthesecanbeusedistocreatepersonalisedloancontractsforyourclients.Tocreateanewdocument template,go toConfiguration>Customisation,andclickonthe“DocumentTemplate”tab,showninredbelow.Hereyoucanseealistofanyexistingdocumenttemplates,orclicktheblue‘CreateDocumentTemplate’buttontocreateanewtemplate.

Once you click the ‘Create Document Template’ button, you are taken to thedocument template editor. This enables you to enter your preferred text into thetextfieldoftheeditor(showninredbelow)whileusingthestandardwordeditingtoolstoadjusttheformat.


Youcanaddtagstoyourdocumentbyfirstselectingtheentity(clientorloan)thatyouwishthetagtoreferto(step1 inredbelow).Youcanthenselectthetagyouneedfromalistofallthepossibletagsrelatedtothatentity(step2inredbelow).Once you’ve chosen your preferred tag, copy and paste the tag text into yourdocument template from the field that says “Copy Merged Field” (step 3 in redbelow).

When you generate the document the tag will be replaced with the personalinformationlinkedtothatclientorloan.Onceyou’vecompletedthedesignofyourdocumenttemplateclick“Save”.YoucanthenPreview,EditorDeletethetemplatefromtheViewpage.

Step 1

Step 2

Step 3


Onceyouhavedesignedthetemplate,youcanthengeneratethedocumentsfromeither theclientor loanpages in thesystem(dependingonwhetheryou’ve linkedthetemplate toaclientor loanentity. Ifyouhave linkedtoaclient, thenyoucanfindall clientdocumentsat thebottomof theclientdetailspage,as shown in redbelow:

Ifyouhave linkedthetemplatetoa loan,thenyoucanfindall loandocumentsbyclickingon“Moreactions”fromtheloandetailspage,asshowninredbelow:

From here you can select which document you wish to generate from the list oftemplates(only‘LoanContract’isdisplayedinthescreenshotbelow):

YoucanthenpreviewthetemplatebeforedownloadinginPDFforprintingasshowninthescreenshotbelow:


4. LinkcustomformstospecificproductworkflowsCustom forms can nowbe linked to specific productworkflows, rather than to allloanorsavingsworkflowssimultaneously.Thisenablesyoutocustomiseworkflowsspecifictoparticularproducttypes.Forexample,youmaywishtocollectadditionalinformationonclientstakingoutanagriculturalorindividualloan,ascomparedtoastandardgrouploan.The process of linking a custom form to a specific product is similar to how youcurrently linkacustomformtotheexisting loanworkflow.Onceyouhavecreatedyour custom form then navigate to Customisation>Configuration and click on the‘CustomFormChecks’tab,asshowninredbelow:

Whenaddinganewcheck,younowhave theoption tospecifywhichproduct thecheckshouldbelinkedto,asshowninredbelow:


Onceyou’veaddedthecheck,theuserwillberequiredtofilloutthecustomformwheneveraloanofthespecifiedproductiscreated.Theformwillalsobeshownasatabontheloancreationworkflowforthespecificproduct.

5. SMSmessageslinkedtoevents(suchasrepayments)ItisnowpossibleforMusonitosendSMSmessagestoclientsatthemomentspecificeventsoccurinthesystem(ratherthanaccordingtoaschedule).Examplesoftheseeventsincludeloandisbursement,loanapprovalorloanrepayment.Thismeansthatyou can now use the SMS module to send clients a message whenever a loanrepaymenthasbeenmade,providingreassurancetotheclientthattheirfundshavebeenreceived.You can set up the new SMS business rules in the same way that you wouldconfigure any other SMS campaign. First navigation to Configuration>SMSModuleandclickon“Createnewcampaign”.

Youwillnownoticethereisanewcampaigntype“Triggered”:


SelectthiscampaigntypeandthenselectwhicheventyouwouldlikethesystemtouseasthetriggertosendouttheSMSmessages(we’veselectedLoanRepaymentintheexamplebelow).

Youcanfilter theSMScampaignbybranch, loanofficerandgroup/individual loan.Onceyou’vecompletedtheconfiguration,click‘Next’toenterthetexttobeusedinthemessageitself.UsethetagstopersonalisetheSMStoeachcustomer.

Finally,click‘Next’toseethepreviewofyourcampaign,beforesaving.Oncesaved,the campaignwill have the status “PendingApproval”. A seconduserwill have toapproveitbeforemessagescanbesent.

6. Applypenaltieswhenloanoverdueatendofloanschedule


Musoninowincludesanewpenaltytypethatcanbeappliedtoanyloanoverdueatthe end of the loan schedule (rather than overdue in the middle of the loanschedule).Thisisdesignedtopenalizeclientsthatfailtorepaytheirloanbeforethefinalinstallmentoftheloanschedule.Toconfigurethenewpenaltycharge,gotoConfiguration>Productsandclickonthe‘Charges’tab,asshowninredbelow:

Whencreatinganewcharge,youneedtoselectthechargetype“Overdueonloanmaturity”andthenclicksave.

Youcannowaddthechargetoanyproductanditwillbeautomaticallyappliediftheloangoesintoarrearsonitsfinalinstallment(sothefinalmaturitydate).

7. SearchformobilepaymentsusingphonenumberorreferenceTomake it easier to find specificmobilemoney transactions in theMMTmodule,we’venowaddedtheabilitytosearchusingeitherthephonenumberusedtomakethepaymentorthereferencelinkedtothepaymentitself.


Tosearchforaspecifictransaction,justentereitherthephonenumberorreceipt/reference in the fields shown above in red, alongside the date range youwish tosearchfor.Click‘Filter’andthesystemwillpullupalltransactionsthatmatchyourcriteria.

8. EditchargeamountduringloancreationItisnowpossibleforyoutoeditthechargeamountappliedtoaloanduringtheloancreation process (previously the charge amount was fixed within productconfigurationandcouldnotbeadjustedduringcreation).Chargeamountscanonlybe adjusted during creation if you check the ‘Allow to Override’ checkbox whencreatingoreditingthecharge(asshowninredbelow).


If this box is checked, then during loan creation you’re able to enter the specificchargeamountyouwishtohaveappliedtotheloan,asshownbelow.

Ifthe‘Allowtooverride’checkboxisnotselected,thenyou’renotabletoadjustthechargeduringcreation,asshownbelow:

9. TransferoverpaymentstoaloanYoucannowtransferoverpaidamounts(whenaclienthaspaidmoreprincipalthanthe total due on the loan contract) to other loan accounts belonging to the sameclient.Previouslyyoucouldonlytransfertoothersavingsaccounts.Totransferanoverpaidamounttoanotherloan,gototheloandetailspageandclickonthegreen‘TransferFunds’button,asshowninredbelow:


Youarethenshowna listofall theclient’sothersavingsand loanaccounts. Ifyouwouldliketotransfertooneoftheclient’sotherloanaccounts,click‘Select’ontheaccountitself.

Thenentertheamountyouwishtotransfer,thetransferdateandadescription.

To finish, click ‘Transfer Funds’ and the funds are immediately transferred to theloanaccountofchoice.

10. Maker-checkerwheneditingclients&groupsWehavenowaddedtheoptiontoapplymaker-checkertotheeditingordeletingofanyclientorgroup in thesystem.Thismeansthatanyactionthateditsordeletescoreclient(orgroup)information,oranyclient(orgroup)identificationinformationwillneedtobeapprovedbeforeitisprocessed.Toturnthissafeguardon,navigatetoConfiguration>AccessManagementandclickontheMaker-Checkertabasshowninredbelow.


Fromhereselectwhichactionsyouwould like toapplymaker-checker to.Youcanchoosefrom:

• DeleteClientIdentification• EditClientIdentification• EditClient

Once activated, you need to click ‘Save’ at the bottom of the Maker-Checkerpermissionspage,andthenlogoutandloginforthechangestocomeintoeffect.Atthispoint,wheneveryoutryandeditanyofthecoreclientinformation,youwillbegiventhemessage“ActionSubmittedandPendingApproval”,asshownbelow.Note:Thisfeaturedoesnotapplytoanycustomclientfieldsyouhaveaddedtotheclientdetailsform,onlytothecoreclient/groupinformationrequiredbythesystemsuchasclientname,phonenumber,gender,DOBetc.

Aseconduser(iftheyhavethecorrectpermissions)canthenfindthependingactionby going to the ‘Tasks’ tab in themainmenu dashboard. There the item pendingapprovalcanbeviewedbeforebeingapproved,asshownbelow:


11. NewReports–AuditReportAspartofthisreleasewehaveaddedonenewreporttothesystem,theAuditthatcanbefoundunderReports>OrganisationReports.

Theauditreportissimilartotheauditmoduleinthesystemandenablesyoutopullout adetailed list of all actions thathaveoccurred in the systemwithin anyuser-definedperiod.Unliketheauditmodule,thereisnolimittothenumberofactionsthat you can pull out in any single report. It is therefore advised to only run thereportforlimiteddateperiods(ortousethereportfilters)toavoidthereporttakingtoolong,orgeneratingafiletoobigtoopen,duetothesheervolumeofdatabeingextractedatanytime.


12. SmallerImprovementsandBugFixes• MS-672 Enable users to edit order of dropdown menus • MS-945 Reversed transactions no longer shown on re-disbursed loans • MS-1067 Separate view NOK from Edit Client permission • MS-1101 Annual Fees on Savings should be paid automatically • MS-1136 Show list of charges on Client Report • MS-1140 Including overpaid loans onto the Group Report • MS-1145 Order all report dropdowns for Branch and loan officer alphabetically • MS-1157 Improvement to OLB column on Loan officer performance report • MS-1161 Add separate permission for Staff module • MS-1163 Repayments on Expected Repayments Report split between P, I & F • MS-1167 Loan ID now showing for guaranteed amount on hold • MS-1174 Add Group Name on actions pending approval overview • MS-1175 Show group name under "i" on journals page • MS-1177 Ability to allow a client to create a custom number format for client,

groups & staff • MS-1186 Ability to edit a dropdown name • MS-1188 Ability to reject/delete client transfer • MS-1205 Loan schedule client name truncated • MS-1209 Add function to reactive closed savings account • MS-1214 Add ability to delete payment types by setting a flag (is deleted) to 1 • MS-1215 Loan collateral description parameter should be optional • MS-1217 Add new MMT M-PESA transaction type • MS-1221 Fixed error linked to editing a group form on the Musoni App • MS-1224 Allow special characters in dropdown values • MS-1231 Update the MMT report SQLs according to the changes made to the

payment module (introduction of payment type entity) • MS-1236 Fixed bug message on password settings page • MS-1240 Improvement to search filters on audit page • MS-1243 Change label of PPI survey • MS-1256 Addition of custom text label fields in custom forms • MS-1258 Warning accounts when editing group loan officer • MS-1260 Option to run migration only for a specific tenant folder • MS-1284 Add support for Group Role Post in Batch API • MS-1292 Fixed bug linked to downloading custom reports to .xlsx • MS-1298 Fixed bug linked to deleting metadata with no link to a data table

Documents

Musoni System Release 1.29musonisystem.com/wp-content/uploads/2016/10/Musoni-System-Release...Maker-checker when editing clients & groups 19 ... – Audit Report 21 12. Smaller Improvements