Admin Dashboard


Attractive and user friendly Dashboard with important reports.

Master
  • Branch Entry
  • District Entry
  • City Master
  • Plan Detail
  • Voucher Entry
  • Account Head
  • Add Credit Limit
  • Scheme Calculator
  • Commission
  • Department


User Permission
  • Create User
  • User Permission
  • User List
  • Activate User
  • Deactivate User
Member
  • Member Registration
  • Member Detail
  • Additional Share
  • Share Certificate
  • Member Profile
  • Member Detail (PDF Print)
  • Update Policy
  • Change Member Type

Advisor
  • Advisor Registration
  • Advisor Profile
  • Fund Transfer
  • Advisor Deposit Detail
  • Generate Advisor Unit
  • Advisor Tree
  • Activate/Deactivate
  • Advisor Business (Coupon)
  • Up-line Detail
  • Update Person Id


Saving Accounts

  • Open Account
  • Transaction
  • Print Voucher
  • Close Account
Fixed Deposit


  • Various Bonds
Other Deposit
  • Recurring Deposit
  • Pension plan
  • Weekly Deposit
  • Daily Deposit
  • Growth Fund
Renewal

  • RD Plan Renewal
  • Installment Report
  • Reverse Installment
Approve Request
  • Branch Cash Transfer Request
  • Member Registration Request
  • Advisor Registration Request
  • Advisor Fund Request
  • Saving Account Open Request
  • Saving Account Deposit Request
  • FD-RD Open Request
  • Member Registration Cheque
  • Advisor Registration Cheque

Cheque Clearance
  • Advisor Fund Cheque
  • RD-FD Cheque
  • Saving Account Cheque
  • Additional Share Cheque
  • Additional Share Request
  • Branch System Registration Request
  • BRS Report
  • Print Cheque

Reports
  • Saving Account Details
  • FD Details
  • RD Details
  • Advisor Ledger Details
  • Saving Account Passbook
  • Recurring Account Passbook
  • Saving Account Ledger
  • Branch Fund Transfer Report

MIS Report
  • Business Report
  • Business Location wise
  • Advisor Team Business
  • Advisor Self Business
  • Advisor Business Report
  • Fresh Renewal Detail
  • Due Report
  • Self Due Report
  • Advisor Team Due Report
  • Combined Business Report


Account
  • Chart of Account
  • Voucher Entry
  • Account Ledger
  • Account Transactions
  • Day Book
  • Trial Balance
  • Balance Sheet
  • Voucher Detail
  • Branch Cash in Hand
  • Branch Total Balance
  • Balance Sheet Detail
  • Employee Ledger


Receivable Account
  • Receivable Account Fund
  • Approve Receivable Account Fund
  • Receivable Permission
  • Receiving from other A/c
  • Stock
Stock
  • Stock Received
  • Stock Item Issue
  • Stock Detail
  • Stock Receiving Detail
  • Stock Issue Detail
  • Branch Stock Receiving
  • Bill Detail

Reimbursement Expense
  • Generate Reimbursement Expense
  • Reimbursement Expense Commission
  • Reverse Reimbursement Expense
  • Advisor Payment
  • Reimbursement Expense Detail
  • Reimbursement Expense Plan Wise


Saving Account Interest

  • Calculate Interest
  • Saving A/C Interest
  • Publish Saving A/C Interest
  • Reverse Interest
Advisor Security Interest

  • Generate Security Interest
  • Reverse Security Interest
  • Publish Security Interest
  • Payment
Payment


  • MIS Payment
  • MIS Payment Report
Maturity Payment

  • Refund Maturity Report
  • Maturity Refund Report
  • Member Refund Detail
  • Branch Maturity Request
Coupon Print
Password



  • Change Password
HR Master


  • Designation Master
  • Department Master
H R Management
  • Employee Registration
  • Employee detail
  • Insert salary
  • Employee Salary paid
  • Employee Salary slip
  • Employee salary voucher
  • Transfer Employee
  • Attendance Entry
  • Attendance Detail


Branch Monthly Commission

  • Generate
  • Report
  • Payment
Support System
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