About the Manual
This manual provides instructions and information on Finflux Platform. You can skip to any topic using the sidebar navigation panels, related articles at the end of the page, or hypertext links within the current topic.
The Finflux User Manual comprises three user's guides:
- For All Users
Information about logging in and out, navigating, and generating reports in Finflux. - For Administrators (Finflux Platform)
Information for Finflux administrators about setting up and configuring Finflux for the specific needs of your organization. - For Operational Users (Finflux Web)
Information for day-to-day use for creating and managing account entries, transactions, and account products in Finflux
Structure of the Manual
The structure of the Finflux user's guides are as follows:
| Expand | ||
|---|---|---|
| ||
Clients-Groups-Centers Navigation Standard Reports Shipped in Finflux |
| Expand | ||
|---|---|---|
| ||
Initial System Set Up (configuration) Chart of Accounts and General Ledger Setup Templates (User-Generated Documents) Setting up and Configuring New Products |
Symbols Used in this Manual
The following symbols are used in this manual.
| Warning |
|---|
This symbols indicates an error message. |
| Info |
|---|
This symbol indicates information about the related operation. |
| Tip |
|---|
This symbol indicates information that helps the user apply the procedure or information that suggests an alternative method to perform the task. |
Abbreviations and Acronyms Used in this Manual
| Abbreviation or Acronym | Description | ||
|---|---|---|---|
| APR | Annual Percentage Rate | ||
| CSV | Comma Separated Values | ||
| FORM | |||
| GL | General Ledger | ||
| HTML | Hypertext Markup Language | ||
| HTTP | Hypertext Transfer Protocol | ||
| ID | Identification | ||
| JDBC | Java Database Connectivity | ||
| JLG | Joint Liability Group | ||
| JSON | JavaScript Object Notation | ||
| MIX | |||
| OLAP | Online Analytical Processing | ||
| Portable Document Format | |||
| RD | Reoccurring deposit | ||
| SMS | Short Message Service | ||
| SQL | Structured Query Language | ||
| URL | Uniform Resource Locator | ||
| XBRL | Extensible Business Reporting Language | ||
| XML | Extensible Markup Language | ||
Terms Used in this Manual
| Term | Description | ||
|---|---|---|---|
| Accural | |||
| Audit trail | |||
| Cache | |||
| Chart of accounts | |||
| CSV | |||
| Fund | |||
| Hook | |||
| Loan | |||
| Nominal interest rate | |||
| Parent | |||
| Tag | |||
Related articles
| Filter by label (Content by label) | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
On this page:
|