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Table of Contents (Online Help)

LPF General Configuration

This menu item will enable you to make the general settings for the Loan Performer operations.

How to set the General Configuration of LPF

To make the general configuration you go to System ->Configuration ->General and a screen will appear as follows:

• Number of Staff: Enter the number of staff in your organization e.g "12". This number of staff is used to compute the indicator Number of loans per credit officer in the Monitoring Report.
• Company Logo: To have your logo appear on all reports generated by Loan Performer, enter in this field the full path to your organization's logo file. The logo file should be an image file with any of the following extensions .ani, .bmp, .cur, .dib, .gif, .ico or .jpg, e.g., "c:\lpf817\lpf.ico".

You can key in the full path to the logo file in the provided text box or click on the Logo button to browse to the file location. Once the file is found, either double-click on it or highlight it then click Ok on the Open Picture screen. We recommend that you save your company logo file in the LPF folder or in the database directory. Make sure that in a network environment the reference is available for all users.

• Company barcodes: To have your barcodes appear on your loan repayment receipt, enter in this field the full path to your organization's barcode file e.g., "c:\lpf817\barcodes\futuro barcode.jpg" The barcode file should be an image file with any of the following extensions .ani, .bmp, .cur, .dib, .gif, .ico or .jpg .

• Please note that valid barcodes are applied for and are given by designated regulatory authorities. For now this feature works for FUTURO mcb on a 80 mm paper roll receipt as seen below:
  

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• Path to insurance files: Loan Performer has a facility for uploading for storage and future reference scanned insurance policy holder claim receipts and files for respective insurance policy holder. Unlike the Signature and Photo folders created at installation of LPF, the user will have to create the insurance folder at your preferred drive. Click on the Insurance button to browse to folder where the receipts will be stored. The receipts should be image files with any of the following extensions .ani, .bmp, .cur, .dib, .gif, .ico or .jpg, e.g., "c:\lpf817\lpf.jpg".

• Please note that, for your receipts to be saved, before you upload your receipts under Insurance/Claims, save an image / picture with the recommended extension formats in the Insurance folder so that when uploading you will click on that image. Your receipt will be saved.
  

• Path to the LPF data files: This field is read only and specifies the path to the data folder that you are currently using. By default LPF uses the drive where it was installed, the name of the folder into which it was installed, and the default name of the data folder.

• Path to the photo files: Loan Performer has a facility for attaching client's photos to the respective client record. This path specifies the location of the folder where all clients' photos are stored, e.g., "C:\lpf817\photos". At installation of Loan Performer a folder Photos is created and it is meant for storage of scanned client's photographs. Click on the Photo button to browse to folder where the photos will be kept.

Please note that your photo files should be saved with names of not more than 14 characters (including the file extension). We recommend saving them with the client's code followed by the first character of the surname and an indication of the file type (i.e. DB00012A-P.jpg, where DB00012 is the client's registration code, A - is the first letter of the surname and P - is the indicator that it is a photograph file).

• Path to the signature files: Loan Performer has a facility for attaching client's signatures to the respective client records. This path specifies the location of the folder where all clients' signatures are stored, e.g., "C:\LPF815\Signatures". At installation of Loan Performer a folder Signatures is created and it is meant for storage of scanned client's signatures.
• Path to ID files: Loan Performer has a facility for attaching client's ID files to the respective client record. This path specifies the location of the folder where all clients' ID files are stored, e.g., "C:\lpf817\ID Documents\". Unlike the Signature and Photo folders created at installation of LPF, you will have to create the ID files folder at your preferred drive. Click on the ID files button to browse to folder where the ID files are kept.

• Path to residence files: Loan Performer has a facility for attaching client's residence files to the respective client record. This path specifies the location of the folder where all the residence files are stored, e.g., "C:\lpf817\residence\". Unlike the Signature and Photo folders created at installation of LPF, you will have to create the residence folder at your preferred drive. Click on the residence button to browse to folder where the residence files are kept.

• Path to collateral files: Loan Performer has a facility for attaching client's collateral files to the respective client record. This path specifies the location of the folder where all the collateral files are stored, e.g., "C:\lpf817\collateral\". Unlike the Signature and Photo folders created at installation of LPF, you will have to create the residence folder at your preferred drive. Click on the collateral button to browse to folder where the residence files are kept.

• Start of the Week: This is the day you define as the first day of the week. It is used when determining whether a payment falls in the same week as the installment due especially in case of weekly loans, e.g., "Monday".
• Default Loan Type: From the drop-down box select the loan type which is more frequently used in your organization, e.g., " Individual loan". The selected choice will always be highlighted at the entry of loan applications and at the creation of loan reports. This functionality is used to speed up data entry.
• Base Currency: From the drop down select the currency that your organisation will be using as the local or base currency, e.g., "UGX".

Note that after entering data you will not be able to change the base currency and this field will appear as read only.

• Date Format: The date format selected here is the format that will be used to display dates in all the Loan Performer date fields. There are 11 different types of date formats that can be selected from the drop-down list box. Loan Performer's default date format is the British/French - "dd/mm/yyyy"
• Search Format for Group Members: If your organization issues individual loans to group members (based on Grameen methodology), here you can select the way your client's list will be presented and how you will be able to search for a particular member at the entry of loan transaction. There are two choices: either the search will be done on the group name (primary criteria) and member name (secondary criteria) or the other way round, where member name becomes primary and group name secondary.
• Font Name: From the drop down, select the font in which the data-entry screens and reports will be displayed, e.g., "Times New Roman"

Note that the change will only take place after you save a new font, quit Loan Performer and then log in again.

• Backup Compulsory at exit of program: Checking this box will make the backup compulsory for users when they log out of Loan Performer. It is not advisable to activate this option in a network environment, since the backup will be made every time any user exits Loan Performer.
• Automatically check for latest updates: When you tick this checkbox, Loan Performer will automatically download and install the latest updates from the Loan Performer website whenever specific users log into the program. To select the users for whom the updates should be done, click on the user while holding down the Shift key, The selected users will appear highlighted in red, e.g., "Supervisor" and "Assistant Manager" See below:

You should also indicate how often the update should be done. This can be Daily, Weekly, Monthly or Only major versions.basis.

• Always use local help/Always use online help: Select the appropriate radio button for the type of help that you wish to use when you press the "F1" button for help.
• SQL Server timeout (Minutes): This is the time that you set within which Loan Performer should establish a connection with the sql database. This means that if LPF does not receive the expected response from the database in the given time, then LPF will "time out" the session. You will have to close and restart Loan Performer and if the problem persists then you check to see if there is a problem with the database.

• Web site: Enter here the name of the web site address of your organisation.e.g "www.futuromcb.com" This website name will appear in your receipts.

FTP settings:

The File Transfer Protocol (FTP) is a standard network protocol used for the transfer of computer files between a client in this case LPF desk top and server on a computer network. The settings below allow LPF users to transfer/ upload desk top images and documents to a web server that can later be attached by an LPF user when registering a client online via web app.

• Site name: Enter here the name of the site that will be used to host your database e.g. "Drivehq".
• Host\IP\URL: Enter he the URL of the site that will be used to host your database e.g "ftp://ftp.drivehq.com"
• User name: Enter your user name that you will use to login to the site e.g. "Lpf_user"
• Password: Enter in this field your password in this field xxxxxxxxx
• Port: Enter here the port number that the web site will use e.g."21"
• Timeout: Enter here the maximum number in seconds e.g. "3600" that the FTP server will use when uploading documents/images beyond which the connection terminates.
• Attempts: Enter here the number of maximum failed login attempts e.g. "3" a user can be allowed to login. Beyond which the FTP server will not allow the login.
• Folder for logo file: Write here the name of the folder where the clients' logo file is stored. The system will create a folder in the remote serve with this name at the site and store the copy / replica of the logo at the desk top there. This also doubles as a backup when the one at the desk top gets deleted this one will automatically restore it.

• Note that these folders will be created only when they were used during the registration process. E.g a photo folder will be created when a client who was registered had also his/her photo also captured in the process.

• Folder for Client's signature: Write here the name of the folder where the clients' signatures files are stored. The system will create a folder with this name at the site and store the copy / replica of the logo at the desk top there

• Folder for ID files: Loan Performer has a facility for attaching client's ID files to the respective client record. This path specifies the location of the folder where all clients' ID files are stored, e.g., "C:\lpf817\ID Documents\". Unlike the Signature and Photo folders created at installation of LPF, you will have to create the ID files folder at your preferred drive. Click on the ID files button to browse to folder where the ID files are kept.

• Folder for residence files: Loan Performer has a facility for attaching client's residence files to the respective client record. This path specifies the location of the folder where all the residence files are stored, e.g., "C:\lpf817\residence\". Unlike the Signature and Photo folders created at installation of LPF, you will have to create the residence folder at your preferred drive. Click on the residence button to browse to folder where the residence files are kept.

• Folder for collateral files: Loan Performer has a facility for attaching client's collateral files to the respective client record. This path specifies the location of the folder where all the collateral files are stored, e.g., "C:\lpf817\collateral\". Unlike the Signature and Photo folders created at installation of LPF, you will have to create the residence folder at your preferred drive. Click on the collateral button to browse to folder where the residence files are kept.

• Folder for collaterals: Write here the name of the folder where the clients' collaterals file is stored. The system will create a folder with this name at the site and store the copy / replica of the logo at the desk top there.
• Folder for client registration file: Write here the name of the folder where the clients' registration file is stored. The system will create a folder with this name at the site and store the copy / replica of the logo at the desk top there.
• Folder for loan application file: Write here the name of the folder where the clients' loan application file is stored. The system will create a folder with this name at the site and store the copy / replica of the logo at the desk top there

Click on the Save button to save the LPF general configurations.

Note that you can click on the "Print" button to view\print the parameters of the general configuration and keep them for future reference.

Click on the Close button to exit the menu.

Related Topics

Contact LPF live support for more information
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