Manage your Company Profile

Defining the company profile details is the first step to customizing and setting up the CL Loan application for your use.

Your company profile defines the fundamental details of your business operations, such as, the company name and address, user licenses and permissions, date calendar, business hours and currencies you operate in, holidays, language, banks, and fiscal years used for determining the dates. These settings impact operations like assigning users to the different branches of your company, calculating the start and end of day for running batch jobs and scheduling transactions, calculating dates for the various loan transactions, such as payment schedules, and directing the payments to specific bank accounts.