Portal Documentation

The complete guide to AweraXe.

Everything you need to operate the portal — from first login to advanced administration. Written for branch officers, tellers, loan officers, and back-office staff.

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Explore by Module

Each section maps to a module in the portal. Find docs for the screen you're on.

Customers

Clients, groups, centers, collection sheets, and SMS campaigns.

Accounts

Loan, savings, deposit, share accounts, transfers, and standing instructions.

Products

Define loan, savings, deposit, and share products with charges and rates.

Accounting

Chart of accounts, journal entries, accruals, closures, and provisioning.

Organization

Offices, employees, tellers, currencies, funds, holidays, and working days.

Administration

Users, roles, permissions, maker-checker, scheduler jobs, and audit trails.

Risk & Compliance

Collateral, delinquency buckets, provisioning criteria, and taxes.

Tasks & Reports

Checker inbox, bulk approvals, disbursals, imports, and ad hoc queries.

Workflow Guides

Step-by-step procedures that span multiple modules. The best starting point for new staff.

01Onboarding a New Client
02Processing a Loan
03End of Day Procedures
04Month-End Closing
05Setting Up a New Branch

Quick Reference

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