ChitFund software is simple and easy to understand. A person having basic computer knowledge can master this software in very less Time. ChitFund software is a web based application for Chit Fund Companies.
- 1. CChhiitt FFuunndd CCoommppaannyyFFlloowwcchhaarrtt
2. Chit Fund Mainly Consists of 3 Parts1. Main Branch2. Sub Branch3. Customer Details 3. 1 Main Branch (Admin) : Here you can access all the information of otherbranches. You can make any changes of any branch information Here you cancreate User ID and Password and at the same time you can edit the same. Overallbranches can be maintained through this branch. It is supreme authority to makeany changes of information of other branches.2 Sub Branch: Here individual branch details will be maintained. Only authorizedperson can login for the particular branch and he will not be aware of details ofother branches. He can run every transaction and process smoothly withoutaffecting any other branch.3 Customer Details : Where individual customer can login byselecting particular branch, entering his user id and password and obtainhis information regarding his personal details, Chit details, paymentdetails i.e. paid amount and due amount as on date, bid details etc. 4. Create BranchBranch User Branch TransactionBranch ReceiptCustomer Receipt 5. Home Page1Add pictures and logo 6. Chit SchemeAdd ChitView ChitEdit Chit SchemesChit Scheme Report2You can add new Chit Schemes like subscription amount, number ofsubscribers, number of months and total chit amount.You can view Chit Schemes Details 7. 3 Subscriber DetailsAddYou can add members into your databaseProfileYou can view individual member by entering their member id and get the details ofparticular member at the same time you can update the dataView MembersYou can just view all member details by alphabetical order 8. 4 Chit StartStart a ChitYou can start New Chit like what will be the chit amount, duration, number of chitmembers, branch etc. Add New MemberAfter start a new chit has started you can select members by entering their firstcharacter which is already stored in database. Its nothing but registration to particularChit/Group Id. A minimum amount will be charges for registration.View Subscriber by Chit IdAfter entering members into particular Chit, You can view how many members aresubscribed and their subscription numbers, members id etcBy Member IdBy entering members name you can select particular member and you will get ChitDetails where selected member is participating. Again there you can click view datato view details of chit members in particular chit id 9. 4 Contd..Account DetailsBy entering members name you can select particular member and you will get Chitdetails where selected member is participating. You click View Data to view details ofpayment history of particular member for particular chit id 10. 5 Payment DetailsAccept PaymentHere Group No/Chit ID will be displayed. Here you have to select particular chit id and afterselecting chit id drop down menu will appear, in that drop menu all the members name willdisplay where members belongs to selected chit id. After selecting particular member name itshows the amount/balance amount to be payable, paid etc. Next u can select payment modewhether it is cash or bank, if it is bank u have to select bank name from list and enter otherdetails as required. *Note: If it is other than cash transaction, amount will be accepted aspayment only after confirmation is done. You can confirm that amount is credited to youraccount by selecting next menu Cheque Status. Secondly if payment/installment alreadyaccepted by manually then you have to enter manual receipt number otherwise notCheque StatusWhen there is cheque payment then you have to confirm that cheque is honored. Then onlyamount will be accepted in your payment list otherwise it will be treated as due.Payment Report by Chit IdHere you can view payment history of particular chit id along with other details 11. 5 Contd..Payment Report By MemberHere you view individual payment history by selecting name of a person. When youenter/select particular member, then you will find details of chit ids where member isparticipating and clicking particular Chit ID/Group ID you can view payment details 12. 6 Chit Bid DetailsAuction AdviceHere you can do auction by selecting Branch, Group/Chit Id, Member and actionamount. If it is first bid, automatically first bid will go to companyBid ReportHere you can get bid details of particular Chit/Group.Chit StatusIt is option given to edit status of Chit 13. 7 Group Auction DetailsAdd Group BidIt is for generate report to display details of next bid time, next bid timings etc, lastbid amount, total bids etc...Edit Group Bid DetailsYou can edit the information of Group Bid DetailsGroup Bid Details ReportTo display report where it contains the information of Chit/Group ID, Next Bid Date,Timings, No Bids, Last Bid amount etc... 14. 8 Security DetailsAdd Security DetailsAfter Bid you have to give security details to take bid amount. There you find pre-definedsecurity type in drop down and there after you have to select branch,chit/group id and member name. It will display Chit id when there is any person isentitled to receive bid amount otherwise it will not display any informationChit AwardHere you have to select branch, group/chit id and members, there you will findmembers name. If he already has given surety details you will be allowed to enterchit award page otherwise you will be redirected to surety details for further processChit Award ReportIt gives details of prized and non-prized money of every member in particularChit/Group ID 15. 8 Contd.. Surety ReportHere you can get details of surety given by memberChit Award Details ReportHere you will get report of Chit award details. 16. 9 Receipt DetailsComputerized ReceiptsHere you can view the details of member, date of amount paid, total amount pay andothers by entering computerized receipt number..Manual ReceiptsHere you can view the details of member, date of amount paid, total amount pay andothers by entering manual receipt number. 17. 10 Ticket Transfer DetailsTicket TransferHere you can replace subscriberTicket Transfer DetailsHere you will get information of about replaced subscriber. 18. 11 SMS Alert DetailsSend SMS by Member IDTo send sms to individual memberSend SMS by Group IDTo send sms to all the members in a group.Send SMS to MembersTo send sms to all members.Send SMS to IndividualsTo send sms to individual other than membersSend SMS to AgentsTo send sms to agentsView SMS by Member IDTo view sms sent to members 19. 11 Contd. View SMS by Group NoTo view sms sent to particular Chit/Group IDView SMS By DateView Sent SMS by Datewise 20. 12 Mode of Payment DetailsPayment Mode AllIt displays total Receipts from all over the branchesPayment Mode by BranchIt displays total Receipts from individual branch. 21. 13 ReportsPayment HistoryIt generates report of payment list by Chit/Group wiseDefaulters ListIt generates report of defaulters list by Chit/Group wiseDefaulters List with AddressIt generates report of defaulters list by Chit/Group wise with address.Defaulters Pay ListIt generates prized and non-prized list 22. 14 AgentsAdd AgentsHere you can enter agent detailsView Agents ListCan view agents details and update the same time.Agent Commission ReportIt generates commission details of an agent.Commission Payment to AgentsYou can make agents commission payments.Update AgentsYou can update agents details 23. 15Day BOOKIt gives cash book details 24. 16 Create User Id and PasswordCreate New User IdHere u can create user id and password for the new branchView DetailsHere u van view all the user id and its details at the same time you canchange or hold the transaction of particular branch from main branch byupdating or deleting particular record 25. Master EntryCustomer DetailsChit SchemesEmployee DetailsCollection Agent DetailsChange CollectorCollectors TransactionIntroducerDocuments ProvidedReceipt Book Issue 26. ReportsCustomer DetailsEmployee DetailsCollection Agent DetailsBranch DetailsChit DetailsIntroducer DetailsList Of HolidaysRegistrar DetailsDefaulter DetailsAuction Details 27. Auction Date ListGroup wise Member ListOutstanding Report- AllCash Deposit SlipsCheque Deposit SlipsContd 28. Help DeskEnquirer NameContact NumberComments section 29. Customer DetailsCustomer NameScheme Code/NameDetails Of PaymentChit DetailsCustomer Security DetailsScan all Documents 30. Customer LoginSelect Chit SchemeView Payment DetailsChit ValueStart Date and End DateNext Installment AmountIncharge Contact PersonPayment OptionAuction History 31. Accountant LoginCustomer NameSelect Chit SchemeReceived AmountMode of PaymentIf chequeCheque no and Bank name,BranchCollector Deposit DetailsDepositor ReceiptCollection Summary Report 32. Daily Collection ReportBank Transaction ReportReceipt VoucherAccount LedgerContd 33. Marketing ReportRecovery DetailsMarketing Expenses 34. Customers Branch Branch Plan Monthly Draw Plan SettingEmail SMS Users Ticketed Customers Security DocumentsAccountant Login Customer/MemberLoginHelp DeskTrack of Bounce ChequeAnd Postdated Cheques