Chamasoft allows your to manage all your group withdrawals. This include 1. Reconciling withdrawals Only applies to accounts whose financial institutions have partnered with Chamasoft. It reveals an interface showing a list of all unreconciled withdrawals. 2. Listing Withdrawals 3. Recording expenses. 4. Recording account to account money transfer.
Chamasoft allows you to register all your Investment Group members, from where they can access all their records online. There are two ways of adding members on Chamasoft: Manually, where members are added systematically one by one. Importing a member list e.g. from an excel sheet. Manual method: To add members manually, follow the link […]
This link reveals the drop-down menu to the member’s loan module.This is where all the loans are managed as follows; Loan Calculator This link helps you calculate a loan depending on the different interest types i.e. fixed rate, reducing balance rate or custom interest rate. Creating loans This link navigates the user to the add member […]
This link reveals the Fine category Interface which allows the user to create fines and to penalize members for acts that go against the investment group constitution e.g. lateness, absenteeism and rudeness. Kindly note this does not include penalties. On the menu select Fine Category. This displays the Fines Category interface as shown below. […]
Deleting a member Chamasoft enables you to delete a member from the group. This is useful in the case a member wishes to exit from the group or there is a duplicate member you want to remove from the group. If the member account you wish to delete contains records, you must first suspend the […]
Chamasoft allows one to record withdrawals, transfers and deposits that are performed on the Sacco bank accounts so as to be able to track what is happening in the bank accounts.
Settings is an easy access panel to all categories.
Chamasoft allows you to keep track of all your group assets, stock and money market investments. Assets Go to ;Investment>Assets If a group has assets e.g. land buildings, they can use this link to keep track of their assets. Record Asset Purchase: Gives you an interface to record your asset and its value cost. […]
Chamasoft allows you to send sms messages to the members. You can send an sms to a single member or to multiple members at a time. Go to; Messaging>SMSes Compose SMSes: One is able to compose an SMS to individual members, all members or a group of members directly from the system Queued SMSes: After composing […]
Expense Management Chamasoft enables you to manage all your group expenses On the menu select Expense Category. This link navigates the user to the multiple expense entry interfaces. where the user can create and enter multiple expenses at a go. Here the user can create and enter multiple expenses at a go.