The Salesforce Admin Observed how the old manually system use to work and how the finance officers manually input new deals and instalments, The Salesforce Admin Documented the following methods of posting;

1) New Deals: A new Excel Sheet is created for every new deal where the following information is inputted;

i) Customer Name

ii) Position

iii) Asset/Landed Property Purchase name

iv) Asset Amount

v) Duration of Payment

iv) Monthly payment

vii) Customer Balance

viii)First Instalment

2) Instalment Receipts: The Finance Team Use Customer Receipts sent via email to reconcile with their bank statement then update customer balances into the same Excel Spreadsheet, the following fields are updated into the excel sheet;

i) Payment Date

ii) Receipt number

iii) Amount paid

3) Each Excel Sheet has a separated Customer record stored which makes it difficult to search and update most of the Payment Receipt Stored in Excel Sheet