Your First 5 Minutes With KapuLetu

The best way to learn KapuLetu is to use it. In this guide, we will walk you through a complete cycle: from creating a group to generating a financial report.

The 6-Step Workflow

1

Create Your Group

Navigate to Groups and click 'Create Group'. Enter your community's name. This acts as the main umbrella for all your treasury activities.

2

Create a Campaign

Inside your new group, create a Campaign. A campaign is a specific fundraising activity with a defined goal, like 'Monthly Welfare' or 'Church Roof'.

3

Click 'Add Contribution'

Open your campaign and click the 'Add Contribution' button to start recording a test cash payment manually.

4

Fill the Contribution Form

Enter the contributor's details, the amount, and the date. This structured form ensures you capture all necessary evidence for a clean audit trail.

5

Contribution Logged

Once submitted, the system securely logs the payment. Now click on the contributions tab inside the campaign to check on your contributions.

6

The WhatsApp Assistant (Pro Tip)

Once your account is active, you don't need to add contributions manually! You can simply forward M-Pesa payment messages directly to the KapuLetu WhatsApp Assistant, which will instantly queue them in your Inbox. We'll deep-dive into this in the WhatsApp Guide.

7

Inbox Approval & Splitting

Go to your Inbox to review unverified contributions. Here, when you click the approve button you will be able to 'Split' a single bulk payment (e.g., receiving KES 5000 and allocating 1000 to yourself, 2000 to Family, and 2000 to James) before clicking 'Approve' to commit it to the official report.

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1. WhatsApp-Ready Reports

Navigate to Reports. You can instantly preview a beautifully formatted text summary and share it directly to your WhatsApp group with one click.

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2. Official PDF Statements

Need something formal for a meeting? Click Download PDF to generate a branded, official document summarizing the campaign's progress and member balances.

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3. Detailed Excel Exports

For deep-dive auditing, generate an Excel Report. This gives you a raw, spreadsheet-ready breakdown of every single transaction and member contribution.

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4. Public View Online Link

Don't want to keep downloading reports? Generate a Public Link and share it with your members. They can visit this live URL anytime to track the campaign's progress themselves! Note: This link is pin protected , so you will have to share the pin with your members so that they can access the report. You can always regenerate this pin anytime in your campaign settings.