Admin Panel Detail:

Dash Board

COMPANY

  • ✔Profile
  • ✔Add Promoter
  • ✔Donor Add Fund
  • ✔Director Add Loan
  • ✔EOD/BOD
  • ✔Change Password
  • ✔Lock Setting
  • ✔View Login Details
  • ✔Unencumbered Deposit
  • ✔Get SMS Balance
  • ✔Create Financial Year
  • ✔View/Update Financial Year
  • ✔Update Company Logo
  • ✔Update Content
  • ✔System Setting
  • ✔Software Configuration
  • ✔SMS Setting Process

MANAGE MASTER

  • ✔Manage Service Tax
  • ✔Update Bank Details
  • ✔Create State
  • ✔View/Update State
  • ✔Create District
  • ✔View/Update District
  • ✔Create News
  • ✔Add IP Address
  • ✔View/Update IP Address
  • ✔Create Gallery Category
  • ✔Create Gallery
  • ✔Manage Popup Screen
  • ✔View Recruitment

Manage Branch

  • ✔Create Branch
  • ✔View/Update Branch
  • ✔View/Update Branch
  • ✔Create Branch user
  • ✔IP Wise Enable/Disable
  • ✔Contact Management
  • ✔Create Service Center
  • ✔View Service Center
  • ✔Add Service Center User

REQUEST

  • ✔Add Balance Request
  • ✔Online Request
  • ✔Complaint / Help Request
  • ✔Feedback / Appreciation Report
  • ✔Assign Request To Branch
  • ✔Share Transfer Request
  • ✔Debit Request Service Center
  • ✔View Share Application/Request
  • ✔Member Request Enquiry
  • ✔ Pending Upload Document For Approval
  • ✔Verify Member KYC

BANKING MASTER

  • ✔Relationship
  • ✔Share Parameter
  • ✔Fee Parameter
  • ✔Plan Parameter
  • ✔Add Parameter Slabs
  • ✔Approvals Limit Parameters
  • ✔Service Deduction
  • ✔Holiday List
  • ✔PigmyWithdraw Charges

HR Module

  • ✔Designation Master
  • ✔Manage Designation
  • ✔Designation Menu Rights
  • ✔Branch User Rights
  • ✔Service Center User Rights
  • ✔Training Menu
  • ✔Create Employee
  • ✔View/Mange Employee
  • ✔Salary Master
  • ✔Employee Attendance Daily
  • ✔Create Monthly Attendance
  • ✔Create Salary
  • ✔Make Payment Salary
  • ✔View Monthly Attendance
  • ✔View Paid Salary
  • ✔Salary Summary Report
  • ✔View Staff User

LOAN

MANAGE LOAN PRODUCT

  • ✔Create Loan SubProduct
  • ✔Add Loan Interest Type
  • ✔View Loan Interest Type
  • ✔Add Collateral Category
  • ✔A View Loan Product
  • ✔Add Document Categor
  • ✔Add Document List
  • ✔Add Processing Fee With Slabs
  • ✔Loan Calculator
  • ✔Interest Calculator
  • ✔Create Loan Purpose
  • ✔View Loan Purpose
  • ✔Delete Loan
  • ✔Create Loan Scheme
  • ✔View Loan Scheme
  • ✔Delete Loan EMI
  • ✔Add Charges To Loan
  • ✔View Loan Charges Report

MANAGE OTHER CHARGES

  • ✔Add Bouncing Charge
  • ✔Add Penalty Charge
  • ✔Add OverDue Charge
  • ✔CIBIL Score Details

MANGE VENDOR

  • ✔Add Product Category
  • ✔Add Product Vendor
  • ✔View Product Vendor
  • ✔Vendor Transactions
  • ✔Pay To Vendor

REPORTS

  • ✔ Pending Loans For Approval
  • ✔View Approved Loan Accounts
  • ✔Dis. Payment Pending Loans
  • ✔Bulk Loan Approval
  • ✔Disbursement Register
  • ✔View Collection Report
  • ✔View Rejected Loan Accounts
  • ✔View Closed Loan Accounts
  • ✔Customer Payment Details
  • ✔Loan Balances
  • ✔Loan Summary Report
  • ✔Foreclosure Loans Waiveoff Request
  • ✔Loan Repayment Details
  • ✔View Co-Applicants Report
  • ✔OverDue
  • ✔Vehicle Loan Inst Pending Rpt.
  • ✔Loan Inst Pending Report
  • ✔Provisional Interest
  • ✔Demand Sheet
  • ✔Progress Report
  • ✔Loan Waiveoff Report
  • ✔WAITING LOANS REPORT
  • ✔Agent Business Report
  • ✔Loan Nominee Details
  • ✔Loan Part Payment
  • ✔Waiveoff Request Report
  • ✔Check Cibil Score
  • ✔Memberwise Disbursement Rpt.
  • ✔EMI Payment Estimation
  • ✔View Mortgage Request
  • ✔View Mortgage
  • ✔CIBIL Report
  • ✔Mortgage Closure Request

GROUP LOAN REPORT

  • ✔View Group Report
  • ✔View Group Member
  • ✔Active Group Loan
  • ✔OverDue Report
  • ✔Group Loan Closed
  • ✔Group Loan Summary

GOLD LOAN

Gold Loan Master

  • ✔Manage gold rate
  • ✔Add gold scheme
  • ✔Add gold scheme by amount

Report

  • ✔Approval pendinbg loans
  • ✔Rejected loans
  • ✔Loan Balances
  • ✔Approved Gold Loans
  • ✔Disbursed Gold Loans
  • ✔Closed Gold Loans
  • ✔Total EMI Due report
  • ✔GL Summary Report
  • ✔Gold Loan Delete
  • ✔Gold/Mortgage Loan Value Rpt.
  • ✔GL Interest Report
  • ✔Scheme Wise GL Report

MANAGE AGENT

Manage Payment

  • ✔Payout Request Date
  • ✔View Payout
  • ✔Introducer Change
  • ✔Promote Staff
  • ✔Deduction
  • ✔Depromotion

Reports

  • ✔Staff Wise Collection Report
  • ✔Self Business
  • ✔TDS Report
  • ✔Agent Downline Customer
  • ✔Daily Collection Report
  • ✔Agent Business Report
  • ✔Agent Progress Report

Master

  • ✔Policy Change Option
  • ✔Manage Commission

ACCOUNTING

Group

  • ✔Create Group
  • ✔View Group

Ledger

  • ✔Create Ledger
  • ✔View Ledger
  • ✔Profit&Loss Transfer

Reports

  • ✔SubDay Book
  • ✔View Ledger
  • ✔ General Ledger
  • ✔ CashBook
  • ✔ BankBook
  • ✔ Receipt and Payment A/C
  • ✔Trial Balance
  • ✔Profit and Loss A/C
  • ✔Balance Sheet
  • ✔GL DayBalance
  • ✔ Check Balance MisMatch

Transaction

  • ✔ Voucher Entry
  • ✔ UPDATE SHARE DISTINCTIVE
  • ✔UPDATE SHARE FOLIO No
  • ✔ Ledger Change Cash To Bank

Voucher

  • ✔ Receipt Voucher
  • ✔ Payment Voucher
  • ✔Journal Voucher
  • ✔Cash/Bank To Bank/Cash Transfer
  • ✔View Voucher
  • ✔Transfer HeadOffice To Branch

Manage Vendor

  • ✔Vendor Enrollment
  • ✔ View Vendor Enrollment

Manage Vendor

  • ✔Vendor Enrollment
  • ✔ View Vendor Enrollment

PAYNMENT GATEWAY

  • ✔Request For NEFT
  • ✔Payment Getway Setup
  • ✔NEFT/RTGS/IMPS Setup
  • ✔Payment Getway Charges
  • ✔Update Virtual Account
  • ✔Websoftex Cibil Setup

Reports

MIS

  • ✔MIS Planwise Report
  • ✔ MIS Closed Accounts Report
  • ✔MIS Accounts Matured Today
  • ✔MIS Interest Report

SHARE

  • ✔Share Transaction
  • ✔Share Holder Report
  • ✔Share Transfer Report

GENERAL

  • ✔ Daily Collection report
  • ✔ Branch Collection Report
  • ✔Total Collection report
  • ✔ Pending Installment Details
  • ✔New Branch Collection Report
  • ✔ Deleted A/C Report
  • ✔ Late Fees Report
  • ✔ Share Report
  • ✔ Maturity Report
  • ✔ Closed Pre-Maturity Report
  • ✔ Closed Maturity Report
  • ✔ Deposit Balance Report
  • ✔ Agent Ewallet Balance
  • ✔ NEFT Request Report
  • ✔ Active/Inactive Accounts History

REPORTS

  • ✔Member Enrollment Report/li>
  • ✔Group Enrollment Report
  • ✔Transactions Report
  • ✔Approve Transactions Reportr
  • ✔SMS Charge Deduct Report
  • ✔Member Deposit Report For NDH
  • ✔Approve Transactions Reportr
  • ✔ Virtual Account Report
  • ✔Corporate Account Statement
  • ✔E-Collection Report
  • ✔Fund Position Report
  • ✔NEFT/IMPS Payment Match From Bank
  • ✔Duplicate Member Report
  • ✔Member KYC Status Report
  • ✔Collection Alert Status
  • ✔View Standing Instruction

    BUSINESS REPORT

  • ✔TD Maturity Expiry
  • ✔NDH-3 Report

    SERVICE CENTRE

  • ✔Service Center Business
  • ✔Member Registration Report
  • ✔Service Center Balance