Chit Fund Company

Flowchart

Chit Fund Mainly Consists of 3 Parts

1. Main Branch
2. Sub Branch
3. Customer Details

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.

Create Branch
Branch User

Branch Transaction

Branch Receipt
Customer Receipt

Home Page

Add pictures and logo

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

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

Chit Start
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

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

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

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

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

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...

Security Details

Add Security Details

After Bid you have to give security details to take bid amount. There you find predefined 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

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.

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.

10

Ticket Transfer Details

Ticket Transfer
Here you can replace subscriber

Ticket Transfer Details

Here you will get information of about replaced subscriber.

11

SMS Alert Details

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

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

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.

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

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

15

Day BOOK

It gives cash book details

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

Master Entry
Customer Details
Chit Schemes
Employee Details
Collection Agent Details
Change Collector
Collectors Transaction
Introducer
Documents Provided
Receipt Book Issue

Reports
Customer Details
Employee Details
Collection Agent Details
Branch Details
Chit Details
Introducer Details
List Of Holidays
Registrar Details
Defaulter Details
Auction Details

Contd

Auction Date List

Group wise Member List
Outstanding Report- All
Cash Deposit Slips
Cheque Deposit Slips

Help Desk
Enquirer Name
Contact Number
Comments section

Customer Details
Customer Name
Scheme Code/Name
Details Of Payment
Chit Details
Customer Security Details
Scan all Documents

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

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

Contd

Daily Collection Report

Bank Transaction Report
Receipt Voucher
Account Ledger

Marketing Report
Recovery Details
Marketing Expenses

Branch

Customers

Email

SMS

Accountant Login
Track of Bounce Cheque
And Postdated Cheques

Branch Plan

Users

Monthly Draw

Ticketed Customers

Customer/Member
Login

Help Desk

Plan Setting

Security Documents