Chitfund software

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Chit Fund Company

• Flowchart

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Chit Fund Mainly Consists of 3 Parts
1. Main Branch
2. Sub Branch
3. Customer Details
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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.
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Create Branch
Branch User
Branch Transaction
Branch Receipt
Customer Receipt
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1
Home Page
Add pictures and logo
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2
Chit Scheme
Add Chit
You can add new Chit Schemes like subscription
amount, number of subscribers, number of months
and total chit amount.
View Chit
You can view Chit Schemes
Details
Edit Chit Schemes
Chit Scheme Report
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Subscriber Details
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
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Chit Start
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Start a Chit
You 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
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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
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Payment Details
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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
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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
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Chit Bid Details
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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
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Group Auction Details
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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...
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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
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Surety Report
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Here you can get
details of surety given by member
Chit Award Details Report
Here you will get report of Chit award
details.
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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.
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Ticket Transfer Details
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Ticket Transfer
Here
you can replace subscriber
Ticket Transfer Details
Here you will get information
of about replaced subscriber.
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SMS Alert Details
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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
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View SMS by Group No
To view sms sent to particular
Chit/Group ID
View SMS By Date
View Sent SMS
by Datewise
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Mode of Payment Details
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Payment Mode All
It displays total Receipts from
all over the branches
Payment Mode by Branch
It displays total Receipts from
individual branch.
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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
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Agents
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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
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Day BOOK
It gives cash book details
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Create User Id and Password
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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
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Master Entry
Customer Details
Chit Schemes
Employee Details
Collection Agent Details
Change Collector
Collectors Transaction
Introducer
Documents Provided
Receipt Book Issue
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Reports
Customer Details
Employee Details
Collection Agent Details
Branch Details
Chit Details
Introducer Details
List Of Holidays
Registrar Details
Defaulter Details
Auction Details
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Auction Date List
Contd
Group wise Member List
Outstanding Report- All
Cash Deposit Slips
Cheque Deposit Slips
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Help Desk
Enquirer Name
Contact Number
Comments section
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Customer Details
Customer Name
Scheme Code/Name
Details Of Payment
Chit Details
Customer Security Details
Scan all Documents
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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
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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
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Daily Collection Report
Contd
Bank Transaction Report
Receipt Voucher
Account Ledger
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Marketing Report
Recovery Details
Marketing Expenses
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Customers
Branch
Branch Plan
Monthly Draw
Plan Setting
Email
SMS
Users
Security Documents
Ticketed Customers
Accountant Login
Customer/Member Login
Help Desk
Track of Bounce Cheque And Postdated Cheques