1. Master Management |
District Master |
Zonal Entry |
Region Entry |
Area Entry |
Branch Master (N Numbers of Branch Creation Facility) |
Fee Master |
News Master |
Gallery Master |
Rank Master |
Plan Master |
Department Master |
Designation Master |
Date Master |
|
2. User Permission |
Manage User to acess menu |
Multiple user Permission |
3. Scheme Management |
FD,RD,DD,MIP,BOND Creation |
Penalty Provision |
Normal Roi, Special Roi Provision |
Grace Period Setting |
Scheme Wise Irregular management. |
Amount Multiple off. |
Activation & Deactivation of Schemes |
Minimum Amount Condition. |
Scheme Wise Prematurity management. |
Edit Option for Scheme |
Scheme List Report Plan Wise |
Loan against Deposit. |
RD Multiple Mode facility (Like Monthly, Quarterly, Half yearly, Yearly) |
Discount Facility on Quarterly, Half yearly, Yearly submission of installment |
Credit business Provision (Mostly Used in Agent Promotion) |
ROI compounding facility (Like Monthly, Quarterly, Half yearly, Yearly) |
4. Member Management |
Members Registration |
|
Members Edit Registration |
Members Report |
Member Complete Summary Report |
Members Photo, Signature, Id Proof, Address Proof Upload |
5. Agent Management |
Edit Agent Registration |
Agent Registration |
Agent List By Post |
Agent Down line |
Commission Information scheme wise |
Agent Up line |
Member to Agent Creation |
Direct Installment |
Agent Promotion Date wise |
Update Designation |
Agent Promotion (Manual) |
Direct Policy |
Agent Promotion History |
Down Line Policy |
Down line Installment |
Agent Report |
Due Promotion Report |
6. Transactions |
Fixed Deposit |
Daily Policy |
MIP Policy |
Bond Policy |
IR-Regularity Management |
Approve Policy |
Approve Installment Receipt |
Installment Receipt |
Pre Maturity Management |
New RDP Policy (With Mode Selection Facility Monthly/ Quarterly/Half yearly/ Yearly) |
7. Payments |
Policy Maturity Payment Branch Wise |
Agent Commission Payout |
Issue Cheque (Cash,Cheque,Transfer to Saving A/c) |
Paid Payment report |
Agent Wise Commission |
Month Wise Commission |
Policy Wise Commission |
Wallet Dashboard |
Paid MIP Payment Report |
MIP Policy Payment(Cash,Cheque,Transfer to Saving A/c) |
8. Reports |
RD Installment Report |
Policy List |
Fixed Deposit Plan |
RD Detail |
Associate Downline Business |
RD PassBook Print |
Associate Due Report |
Branch Due Report |
SummaryReport(New)(Zonal Area region) |
Associate Group |
Plan Registration Report |
Top Business Report |
Due Installment Report |
Advisor Self Due |
Saving Account Detail |
Saving Account Ledger |
Advisor Team Due |
Summary Report |
Saving Passbook |
Branch Fund Transfer |
AssociateBusiness |
Branch Business Report |
Due RD Installment Report |
Daily Collection Report |
Fund Transfer Detail |
BranchWise Business |
Receipt Information |
User Tracking Report |
Branchwise Maturity Detail |
Member Maturity Detail |
Complete Policy Information |
9. Print |
Policy Certificate Print |
Cash Receipt Print |
Passbook Reprint Setup ( RD, Saving) |
Passbook Print Setup |
Reward voucher |
Salary Receipt |
MIS voucher |
Maturity Receipt |
Statement Print (RD, DD) |
Default, Customized Print |
10. SMS |
Id Wise Sms |
Down line Wise Sms |
Non pan card holder Sms |
Scheme wise Sms |
City /State wise Sms |
Registration Sms |
Non bank detail holders sms |
Birthday Sms |
Group Master |
Add new Contact |
Loan Wise Sms |
Other Sms |
11. User Manager |
Branch Master (N Numbers of Branch Creation Facility) |
Backup data |
Manage Back Date & Future Date Entries |
Fetch password |
Manage Agent & Members Ship Fees |
State City Master |
Designation Master |
Region Master |
Designation Role, & there Rights |
Branch Staff (N Numbers of Staff Creation Facility With Page Rights) |
12. Saving Account Management |
Saving Account Master |
New Saving Account |
Saving Account Report |
Saving Account Summary |
Transaction Saving Account |
Cheque Management |
Saving Account Statement |
Balance Information |
Saving Account Edit ( only in Joint Account) |
Issue Cheque Book |
Cheque Book Report |
Account Statement |
Saving Account Penalty |
Saving Account Interest |
Deactivate Saving Account's |
Saving A/c Penalty Report |
Saving A/c Interest Report |
13. Account Master |
Day Book |
Receive Voucher |
Payment Voucher |
Branch Balance |
Trail Report |
Insert Account Head(Manage Account) |
BalanceSheet |
DayBook(BranchWise) |
14. Advance Management |
Purpose management |
Advance Request |
Request Details |
Advance Payment/Receiving Report |
Advance Ledger Report |
Recovery of Mannual Advance |
15. HR Management |
Department Master |
Designation Master |
Employee Registration |
Employee Detail |
Employee Update |
Attendance SetUp |
Attendance Detail |
Leave Management |
Holiday Management |
Closing Salary |
Employee Salary Payment |
Salary Receipt |
Due Salary |
Payment Salary |
Employee SL ,HL and leave detail |
Publish Salary |
Reverse Salary Closing |
|
16. Closing |
Generate Commission Closing |
Reverse closing |
Closing Statement |
Incentive Voucher |
Publish Closing |
Payment Voucher |
Club Closing |
Promotion Closing |
Reward Closing |
Club Voucher |
17. Stock Management |
Stock Received |
Stock Item Issue |
Stock Detail |
Stock Recieving Detail |
Stock Issue Detail |
Branch Stock Receiving |
Bill Details |
|
18. Loan |
Main Menu Master(Add or remove main menu) |
Sub Menu Master(Manage Submenu) |
Purpose Category Master |
Purpose Type Master |
Loan Master |
Customer Registration |
Registration Details |
Customer Update |
Customer Apprasial |
Reverse Apprasial |
Loan Disbursement |
Reverse Disbursement |
Disbursement Detail |
Loan Recovery Repayment |
Reverse Payment |
Payment Report |
Due EMI Report |
EMI RECIEPT |
Disbursement Print |
Login History |
Due Loan Installment |
Loan Issue Cheque |
Loan Penalty Report |
Loan Installment |
Loan Installment Approval |
Loan Closing |
Loan Installment Report |
Loan Statement |
Member Account Detail |
Switch to Nidhi |
Manage User Permission |
Dashboard Detail |
Loan Installment Print |
20. Share Management |
Share Master |
Share Report |
21. Website |
Vacancy apply for |
Add City |
Career Report |
Feedback Report |
Gallery |
|
News Manager |
22. Login Panel |
Admin Panel |
Branch/Staff Panel |
Company Website |
23. Zonal Panel |
24. Region Panel |
25. Area Panel |
26. Associate Panel |
27. Customer Panel |