Solution
Reporting System & Data Analysis
Every statement, ledger and receipt, in PDF and Excel
Account statements, customer and loan ledgers, teller summaries, financial statements, receipts, certificates and marketer performance exports, plus a live dashboard of the day's activity.
Zenus Banking Pro ships a reports library that covers the front desk, the credit team, finance and management: customer statements for any date range, loan schedules and ledgers, teller postings and end-of-day reconciliation, trial balance, balance sheet and profit and loss, GL account ledgers, bank reconciliation statements, fixed deposit certificates and transfer receipts.
Operational ledgers export to Excel for analysis, and the dashboard shows transaction volume, loan portfolio and pending approvals live.
What it does
- Customer account statement for any date range
- Customer ledger, loan ledger and loan schedule
- Teller summary and teller postings reconciliation
- Trial balance, balance sheet and profit & loss for any period
- GL account ledger, chart of accounts and bank reconciliation
- Fixed deposit certificate, transfer and batch receipts, payment vouchers
- Marketer deposits and withdrawals exports for appraisal
- Live dashboard widgets for volume, portfolio and approvals
How it works
- 1
Pick the report and the period.
- 2
Preview on screen.
- 3
Download as PDF or Excel, or print.
- 4
Email statements to customers directly.
Related
Works together with
Core Banking Solution
The branch banking core: customer profiles with any number of accounts, account opening with approval, teller cash deposit and withdrawal, tills and vault control, balance enquiry and statements.
Learn more →Transaction Processing
Real-time posting for cash, transfers, multi-credit and multi-debit batches, standing orders and bulk charges, hardened against duplicates, retries and concurrent tellers.
Learn more →Payment Processing & Collections
Loan repayments collected automatically by direct-debit mandate on the customer's card or bank account through Paystack, with retries, deactivation and a full attempt log.
Learn more →See Reporting System & Data Analysis on a live demo
A live demonstration on a sandbox with sample data, then a free two-day data assessment for a fixed go-live date.
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