Welcome Page

The Welcome page is displayed when you sign in to Finflux. 

The blue finflux Menu Bar displayed across the top of the Welcome page is displayed on every page in the Finflux system. The menu bar includes:

  • finflux logo
    Access the Welcome page from anywhere in the Finflux system
  • Clients menu
    Access Clients, Groups, and Centers 
  • Accounting menu
    Access the accounting activities page 
  • Reports menu
    Access reports
  • Admin menu
    Access administrator activities
  • Search tool
    System-wide search tool—use the search tool to search for clients, groups, and centers 
  • finflux menu 
    Access to Help (keyboard shortcuts), Profile (your user profile, including an activity to change your password), Settings (language and date format), Log Out (sign out of Finflux) 

The Home / Dashboard toggle switches between this page (Welcome) and the Dashboard page.

Your username will appear beside the word Welcome. If your username is not displayed, contact your administrator.

The activity search tool is a quick method to find and navigate to activities / pages in the Finflux system. For example, if you want to access an activity related to loans, type "loan" into the activity search field. Loan-related activities will be listed (i.e., create loan product, loan products, bulk loan reassignment). You can then click on the desired loan activity. Similarly, you can access activities related to clients, savings products, groups, and more.

The navigation hints point out navigation methods that are available to you wherever you are in Finflux, including:

  • Shortcut menu (sidebar)
  • finflux menu bar
  • Search tool (located on the finflux menu bar)

The Shortcut menu is a sidebar menu of favourite Finflux activities. You can configure the Shortcut sidebar to suit the work you do and how you do it. The Shortcut sidebar will pop out when you hover the mouse over the menu area. The Shortcut sidebar is available on every page in the Finflux system.


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