Chamasoft has a new feature that auto-reconciles all your equity bank transaction alerts. To enable the feature: 1. Login into Chamasoft. 2. Click on the settings icon. 3. Click on Edit Settings. 4. Enable Auto-reconcile checkbox and click on save changes. 5. To view alerts auto reconciled click on deposit then click on Auto reconciled deposits. NB. We […]
So you have decided to sign up on Chamasoft in order to enjoy all the benefits. Here is what you need to sign up to Chamasoft and learn how to set up an organization. Good Internet connection. Any device that can connect to the Internet e.g. laptop, mobile phone (laptop or desktop computer recommended). Your […]
In order to get started to Chamasoft, you must be registered. This enables you to enjoy all the Chamasoft features. It involves creating and activating an account in five simple steps as follows: Visit our website: https://chamasoft.com from your web browser. This shows the Chamasoft homepage as displayed above. 2. From the right side, click on Sign […]
Yes!! Chamasoft allows you to change and update member information. Go to; Members>Membership Management>List Members here While on the member list, click on edit to view to the specific member details. After updating the member details, click on SAVE CHANGES to save. You have successfully updated member
Chamasoft allows you to enter all the information about a group. Completing the group profile allows you to upload group logo, set the investment group name, group size, your country, the currency, your group phone number, your group email address (optional), the group’s billing address, the group physical address, and finally the group owner. To set up […]
After creating an account on Chamasoft, the next step is to add members in order to create the members group accounts, this will enable them to login and view their group financials. The account holder has the ability to add an unlimited number of members to a group. To add members follow the few simple steps. On […]
Financial Institutions Chamasoft allows you to set up your financial institutions accounts of choice.This includes: bank accounts, SACCO accounts, mobile money cash accounts and petty cash accounts. These institutions are specified when recording deposits or withdrawals depending on the type of transaction. To set up your preferred financial institution of choice, follow the following steps: Go to Settings>Financial Institutions […]
Chamasoft allows you to set your contribution style as it occurs in your investment group. The user is able to create as many contributions as possible. This is achieved by the Chamasoft contribution settings. Contributions setting helps you to create your preferred type of contribution e.g. a weekly or monthly contribution. These contribution will be […]