Transcript
Page 1: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

Chit Fund CompanyChit Fund CompanyFlowchartFlowchart

Page 2: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

Chit Fund Mainly Consists of 3 Parts

1. Main Branch

2. Sub Branch

3. Customer Details

Page 3: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

1 Main Branch (Admin) : Here you can access all the information of other branches. You can make any changes of any branch information Here you can create User ID and Password and at the same time you can edit the same. Overall branches can be maintained through this branch. It is supreme authority to make any changes of information of other branches.

2 Sub Branch: Here individual branch details will be maintained. Only authorized person can login for the particular branch and he will not be aware of details of other branches. He can run every transaction and process smoothly without affecting any other branch.

3 Customer Details : Where individual customer can login by selecting particular branch, entering his user id and password and obtain his information regarding his personal details, Chit details, payment details i.e. paid amount and due amount as on date, bid details etc.

Page 4: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

Create Branch

Branch User Branch Transaction

Branch Receipt

Customer Receipt

Page 5: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

Home Page

1

Add pictures and logo

Page 6: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

Chit Scheme

Add Chit

View Chit

Edit Chit Schemes

Chit Scheme Report

2

You can add new Chit Schemes like subscription amount, number of subscribers, number of months and total chit amount.

You can view Chit Schemes Details

Page 7: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

Subscriber Details 3

Add

You can add members into your database

Profile

You can view individual member by entering their member id and get the details of particular member at the same time you can update the data

View Members

You can just view all member details by alphabetical order

Page 8: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

Chit Start 4

Start a ChitYou can start New Chit like what will be the chit amount, duration, number of chit members, branch etc.

Add New Member After start a new chit has started you can select members by entering their first character which is already stored in database. Its nothing but registration to particular Chit/Group Id. A minimum amount will be charges for registration.

View Subscriber by Chit Id After entering members into particular Chit, You can view how many members are

subscribed and their subscription numbers, members id etc

By Member Id

By entering members name you can select particular member and you will get Chit Details where selected member is participating. Again there you can click view data to view details of chit members in particular chit id

Page 9: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

4 Contd..

Account Details

By entering members name you can select particular member and you will get Chit details where selected member is participating. You click View Data to view details of payment history of particular member for particular chit id

Page 10: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

5 Payment Details

Accept Payment

Here Group No/Chit ID will be displayed. Here you have to select particular chit id and after selecting chit id drop down menu will appear, in that drop menu all the members name will display where members belongs to selected chit id. After selecting particular member name it shows the amount/balance amount to be payable, paid etc. Next u can select payment mode whether it is cash or bank, if it is bank u have to select bank name from list and enter other details as required. *Note: If it is other than cash transaction, amount will be accepted as payment only after confirmation is done. You can confirm that amount is credited to your account by selecting next menu Cheque Status. Secondly if payment/installment already accepted by manually then you have to enter manual receipt number otherwise not

Cheque Status

When there is cheque payment then you have to confirm that cheque is honored. Then only amount will be accepted in your payment list otherwise it will be treated as due.

Payment Report by Chit Id

Here you can view payment history of particular chit id along with other details

Page 11: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

5 Contd..

Payment Report By Member

Here you view individual payment history by selecting name of a person. When you enter/select particular member, then you will find details of chit ids where member is participating and clicking particular Chit ID/Group ID you can view payment details

Page 12: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

6 Chit Bid Details

Auction Advice

Here you can do auction by selecting Branch, Group/Chit Id, Member and action amount. If it is first bid, automatically first bid will go to company

Bid Report

Here you can get bid details of particular Chit/Group.

Chit Status

It is option given to edit status of Chit

Page 13: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

7 Group Auction Details

Add Group Bid

It is for generate report to display details of next bid time, next bid timings etc, last bid amount, total bids etc...

Edit Group Bid Details

You can edit the information of Group Bid Details

Group Bid Details Report

To display report where it contains the information of Chit/Group ID, Next Bid Date, Timings, No Bids, Last Bid amount etc...

Page 14: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

8 Security Details

Add Security Details

After Bid you have to give security details to take bid amount. There you find pre-defined security 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 is

entitled to receive bid amount otherwise it will not display any information

Chit Award

Here you have to select branch, group/chit id and members, there you will find members name. If he already has given surety details you will be allowed to enter

chit award page otherwise you will be redirected to surety details for further process

Chit Award Report

It gives details of prized and non-prized money of every member in particular

Chit/Group ID

Page 15: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

8 Contd.. Surety Report

Here you can get details of surety given by member

Chit Award Details Report

Here you will get report of Chit award details.

Page 16: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

9 Receipt Details

Computerized Receipts

Here you can view the details of member, date of amount paid, total amount pay and others by entering computerized receipt number..

Manual Receipts

Here you can view the details of member, date of amount paid, total amount pay and

others by entering manual receipt number.

Page 17: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

10 Ticket Transfer Details

Ticket Transfer

Here you can replace subscriber

Ticket Transfer Details

Here you will get information of about replaced subscriber.

Page 18: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

SMS Alert Details 11

Send SMS by Member ID To send sms to individual member

Send SMS by Group ID

To send sms to all the members in a group.

Send SMS to Members

To send sms to all members.

Send SMS to Individuals

To send sms to individual other than members

Send SMS to Agents To send sms to agents

View SMS by Member ID

To view sms sent to members

Page 19: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

11 Contd. View SMS by Group No

To view sms sent to particular Chit/Group ID

View SMS By Date

View Sent SMS by Datewise

Page 20: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

12 Mode of Payment Details

Payment Mode All

It displays total Receipts from all over the branches

Payment Mode by Branch

It displays total Receipts from individual branch.

Page 21: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

13 Reports

Payment History

It generates report of payment list by Chit/Group wise

Defaulters List

It generates report of defaulters list by Chit/Group wise

Defaulters List with Address

It generates report of defaulters list by Chit/Group wise with address.

Defaulters Pay List

It generates prized and non-prized list

Page 22: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

14 Agents

Add Agents

Here you can enter agent details

View Agents List

Can view agents details and update the same time.

Agent Commission Report

It generates commission details of an agent.

Commission Payment to Agents

You can make agents commission payments.

Update Agents

You can update agents details

Page 23: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

15

Day BOOK

It gives cash book details

Page 24: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

16 Create User Id and Password

Create New User Id

Here u can create user id and password for the new branch

View Details

Here u van view all the user id and its details at the same time you can change or hold the transaction of particular branch from main branch by updating or deleting particular record

Page 25: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

Master Entry

Customer Details

Chit Schemes

Employee Details

Collection Agent Details

Change Collector

Collector’s Transaction

Introducer

Documents Provided

Receipt Book Issue

Page 26: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

Reports

Customer Details

Employee Details

Branch Details

Chit Details

Introducer Details

List Of Holidays

Registrar Details

Collection Agent Details

Defaulter Details

Auction Details

Page 27: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

Auction Date List

Group wise Member List

Outstanding Report- All

Cash Deposit Slips

Cheque Deposit Slips

Contd…

Page 28: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

Help Desk

Enquirer Name

Contact Number

Comments section

Page 29: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

Customer Details

Customer Name

Scheme Code/Name

Details Of Payment

Chit Details

Customer Security Details

Scan all Documents

Page 30: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

Customer Login

Select Chit Scheme

View Payment Details

Chit Value

Start Date and End Date

Next Installment Amount

Incharge Contact Person

Payment Option

Auction History

Page 31: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

Accountant Login

Customer Name

Select Chit Scheme

Received Amount

Mode of Payment

If cheque

Cheque no and Bank name,Branch

Collector Deposit Details

Depositor Receipt

Collection Summary Report

Page 32: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

Daily Collection Report

Bank Transaction Report

Receipt Voucher

Account Ledger

Contd…

Page 33: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

Marketing Report

Recovery Details

Marketing Expenses

Page 34: Chit fund software, online chit fund, chit fund software, chit fund software, money chitfund software

Customers Branch Branch Plan Monthly Draw Plan Setting

Email SMS Users Ticketed Customers Security Documents

Accountant Login Customer/MemberLogin

Help Desk

Track of Bounce Cheque And Postdated Cheques


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