Branch Panel Detail:

Dash Board

OPENING ACCOUNT

  • ✔Create Member Request
  • ✔Open MIS Account

PRINT

  • ✔MIS Bond
  • ✔Share Certificate

LOAN

  • ✔Apply Loan
  • ✔Disburse Loan
  • ✔Loan Emi Payment
  • ✔Apply Gold Loan
  • ✔Apply Group Loan

ALERT

  • ✔Deposit EMI Receivable Today
  • ✔Loan EMI Receivable Today
  • ✔Maturity Alert

TRANSACTION

  • ✔Approval Transactions
  • ✔Rejected Transactions
  • ✔Apply Now
  • ✔Cheque Recounciliation
  • ✔Loan Disbursement Payment
  • ✔Loan Disbursement Interest Type
  • ✔Loan Dis. Int. And Pro.Fee Typee
  • ✔MIS Interest Pay
  • ✔Loan Emi Payment
  • ✔Add Staff E-Wallet
  • ✔Loan EMI Receivable Today
  • ✔Online Request
  • ✔Approve Vouchers
  • ✔Complaint / Help Request
  • ✔Feedback / Appreciation Report

TRANSACTION REPORT

  • ✔Cheque Recounciliation Report
  • ✔Transactions Report

SERVICE CENTER

  • ✔Add Credit Service Center
  • ✔View Credit Request
  • ✔Credit History

CUSTOMER ENROLLMENT

  • ✔Customer Registration Request
  • ✔View Registration Request
  • ✔View Customer Enrollment
  • ✔Upload Document
  • ✔Customer Account Details
  • ✔Create Centre Name
  • ✔view/update Centre Name
  • ✔Create Group
  • ✔view/update Group
  • ✔Add Customer Bank Details
  • ✔View Customer Bank Details
  • ✔15G/15H
  • ✔Update Customer Request
  • ✔View Member Request
  • ✔View 15G/15H Documents

REPORTS

  • ✔Member Enrollment Report
  • ✔Group Enrollment Report
  • ✔Member KYC Status
  • ✔15G/15H Member List

BANKING

Shares

  • ✔Share New Application/Request
  • ✔Share Surrender/Withdraw
  • ✔View Share Report
  • ✔Nominee to Share-Associate
  • ✔Share Deposit
  • ✔View Share Application/Request

MIS

  • ✔MIS Opening
  • ✔View All MIS Reports
  • ✔MIS Renewal
  • ✔MIS Ledger Report
  • ✔MIS Pre Maturityt
  • ✔Pay Maturity

LOAN

MORTGAGE

  • ✔MIS Opening
  • ✔View All MIS Reports
  • ✔MIS Renewal
  • ✔MIS Ledger Report
  • ✔MIS Pre Maturity
  • ✔Pay Maturity

LOAN

  • ✔Loan Calculator
  • ✔Interest Calculator
  • ✔Apply Loan
  • ✔View Applications
  • ✔Provisional Processing Fee
  • ✔Disburse Loane
  • ✔Pending Disbursal payment
  • ✔Repayment Schedule
  • ✔View Loans
  • ✔Create Ecs Details
  • ✔Add Charges To Loan
  • ✔View Loan Charges Report
  • ✔ForeClosure Loan
  • ✔Loan Part Payment
  • ✔Waiveoff Request

Ledger

  • ✔Loan Account Details
  • ✔Loan List
  • ✔Overdue
  • ✔Loan Balances
  • ✔EMI Due Report
  • ✔EMI Payment Estimation
  • ✔Without Emi Due Report
  • ✔View Co-Applicants report
  • ✔Loan Summary Report
  • ✔Vehicle Loan inst Pending Rpt.
  • ✔Demand Sheet
  • ✔Progress Report
  • ✔Loan Inst Pending Report
  • ✔Loan Waiveoff Report
  • ✔Memberwise Disbursement Rpt.
  • ✔Agent Business Report
  • ✔CIBIL Report

GOLD LOAN

  • ✔Create New Loan
  • ✔View Gold Loan Applications
  • ✔Disbursement Pending Loans
  • ✔Receive Interest Payment
  • ✔Receive EMI Payment
  • ✔Repayment Schedule
  • ✔Loan Closure(Emi Type)
  • ✔View Goldloan Details

GOLD LOAN LEDGER REPORT

  • ✔GL Ledger Report
  • ✔Loan Balances
  • ✔Approved Gold Loans
  • ✔Receive Interest Payment
  • ✔Rejected Gold Loanst
  • ✔Disbursed Gold Loans
  • ✔Gold EMI Interest Report
  • ✔Total EMI Due report
  • ✔GL Payment Summary Report
  • ✔GL Interest Report
  • ✔Gold/Mortgage Loan Value Rpt.
  • ✔Scheme Wise GL Report

GOLD LOAN

  • ✔APPLY GROUP LOAN
  • ✔Group Loan Bulk Apply
  • ✔Grouploan Bulk Payment

GROUP LOAN REPORT

  • ✔View Group REPORT
  • ✔View Group Member
  • ✔OverDue Report
  • ✔Active Group Loan
  • ✔Group EMI Due Report
  • ✔Group Loan Balances
  • ✔Loan Bulk Payment Report

PRINT

  • ✔Loan Statement
  • ✔List Of Letters
  • ✔Applied Loans Report
  • ✔Interest Received Report
  • ✔overdue interest Received Rpt.t
  • ✔Collection Report
  • ✔WAITING LOANS REPORT
  • ✔Loan Nominee Details

LOAN SAVING

  • ✔LS Opening
  • ✔Search LS Accounts
  • ✔LS Ledger

MANAGE VENDOR

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

E-NATCH

  • ✔Loans For Create Mandate
  • ✔Download Mandate File
  • ✔Loan Emi File
  • ✔Update Emi Paymentns
  • ✔Upload NACH File
  • ✔Update Mandate

PRINT

PRINT PASSBOOK

  • ✔MIS Bond
  • ✔Share Statement
  • ✔Welcome Letter

ACCOUNTING

GL TRANSACTION

  • ✔GL Receipt
  • ✔GL Payment
  • ✔Journal Entry
  • ✔Cash/Bank To Bank/Cash Transfer
  • ✔View Voucher
  • ✔Cheque Reconcle
  • ✔Journal Voucher
  • ✔Salary Transfer
  • ✔Approve Account Entry
  • ✔Approve Transaction View

REPORTS

  • ✔SubDay Book
  • ✔GL DayBalance
  • ✔General Ledger
  • ✔Cash Book
  • ✔Bank Book
  • ✔Receipt and Payment A/C
  • ✔Trial Balance
  • ✔Profit and Loss A/C
  • ✔Balance Sheet

LEDGER

  • ✔Create Ledger
  • ✔View Ledger

MANAGE VENDOR

  • ✔Vendor Enrollment
  • ✔View Vendor Enrollment

REPORTS

MIS

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

GENERAL

  • ✔Branch Collection Report
  • ✔Total Collection report
  • ✔Late Fees Report
  • ✔Account Balance Report
  • ✔Daily Collection Report
  • ✔Pending Installment Details
  • ✔Batch Entry Details
  • ✔New Branch Collection Report
  • ✔Share Report
  • ✔Maturity Report
  • ✔Closed Pre-Maturity Report
  • ✔Closed Maturity Report
  • ✔TDS Receivable
  • ✔Pigmy WithDraw Collection RPT
  • ✔Active/Inactive Accounts History
  • ✔EMI Remainder

STAFF ENROLLMENT

  • ✔Create Staff
  • ✔View Staff Enrollment

    • REPORTS

    • ✔Staff Downline Customer
    • ✔Daily Collection Report
    • ✔Staff Business Report