First Steps
This article outlines the core actions users can perform within the system.
✅ 1. Upload & Submit Instruments for Financing
Upload instruments individually via the platform interface
Bulk upload multiple instruments using an Excel/CSV template
Submit uploaded instruments for financing directly from the system once validated
🔍 2. Review Instruments, Approve or Request Financing
View and review all uploaded instruments
Manually select and approve or request financing for specific instruments as needed
Track each request through its approval and funding status
💳 3. Access Funding & Payment Information
Access a breakdown of submitted invoices
See the status of all funding requests
Monitor payments disbursed and their statuses
📊 4. Track Balances & Repayments
View outstanding balances and available financing limit in the dashboard
Access repayment schedules associated with each financed instrument
Monitor upcoming payment obligations in real time
💸 5. Issue a Repayment Request
Where applicable (e.g. for early repayments or structured repayments), users can:
Submit a repayment request via the platform
Track the status of the repayment request
👥 6. Role & Permission Management
Assign roles and access permissions within their account
Ensure that only authorised team members can view sensitive information or perform critical actions (e.g., submitting for financing, issuing repayment requests)