Category: Transactions

When you click on this dashboard feature, you will be redirected to the deposit summary for the group. Shown on the figure below. Indicator Definition Dashboard feature Click this section for the deposit summary to be displayed Contribution Payments This section shows the contribution payment, it displays the amount contributed that specific month Fines Payments […]

This feature allows scheduling of the various supported transactions, it will list any pending payment (in the example below there is no scheduled payment)

To initiate a withdrawal select the option and fill in the form; The withdrawal will then be prompted in the list withdrawals. If any member request for a withdrawal it will be displayed on the withdrawal requests.

This basically offers you a platform to upload different transactions, you can upload a file with a record or individually update for each member.

This feature allows you to record the various transactions that occur within the group. May it be deposits, withdrawals or listing all the transactions active. Record Deposits: Upload Deposits: Recording Expenses, this offers a variety of options such recording expenses, dividend payments, contribution refund and account to account money transfer. The layout for recording a […]

Dashboard Click on the check offs to be redirected to the check offs dashboard Check off is a feature that allows tracking, displaying, setting, and listing of the check offs received and available. Indicators Definition Check off Click here to be redirected to the checkoffs dash board Dashboard Click this dashboard feature to show the […]

This feature presents a detailed dashboard with various options, displaying data visually to aid in analysis and backtracking. Reconcile It has two features under it which are: reconcile deposits                                                                     : reconcile withdrawals NOTE: below is an example when you click either of the two features and there is no list of unreconciled deposits or […]