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 […]
Chamasoft allows you to create contribution invoices which are automatically sent to members via email and sms. The aim of these invoices is to notify/remind the members of their due contributions and fines (charged in case of late contribution). The invoices are sent regularly (weekly, monthly, ) depending on the contribution. To create a contribution […]
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 […]
This link will guide in creating an extra or different invoice to the ones the system creates and also list them. This is mainly used for backdating. For detailed information on how to create backdated invoices, click here
Different groups have different expense categories e.g. Travelling, Subscription. Therefore through this link you will be able to create and list them. Go to; Settings>Expense Categories>Create Expense Category here
Creating An Expense Category Chamasoft allows you to create an expense category. This allows you to define the nature of the expenses in your group. Fill in the name of the category and briefly describe expense and click on SAVE CHANGES button to create the category. You have successfully created an expense category.
Creating A Fine Category This feature allows the user to create a specific category of fines To use this feature: Navigate to Settings>Fine Categories>Create Fine Categories 2. Enter the name of the fine category followed by the amount charged. Click on SAVE CHANGES to save. You have successfully created a new fine category.
Chamasoft enables you to assign roles to the group members.This roles can be created and assigned. Members within the group may have different roles. This link guides in adding and listing all the member roles. To create group roles, go to; Settings>Group Roles>Create Group Role here Create Group Roles: This link helps to create different member roles […]
Chamasoft allows you to assign roles to members of your Investment Group. These roles include; chairperson, treasurer, secretary, organizing secretary. On the List Members panel, select Edit to highlight a member’s details. Scroll down to the membership details. Click on member role and select the role. Click on SAVE CHANGES to apply changes.