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 […]
Backdating is the process of updating all your previous records. Chamasoft offers an easy solution to import all records from your previous method of bookkeeping (excel sheets/notebooks) with the backdating module. This feature is especially tailored to suit you when you sign up your group account (for the first time) and wish to update all […]
No. Chamasoft is a hosted model only. We maintain the servers, the security, all the updates and improvements so you don’t have to worry about anything.
Bank feeds let you automatically import account transactions into Chamasoft from your bank or other financial institution. Once bank feeds are up and running, you’ll no longer need to receive deposits. A notification appears which enables you to reconcile deposits without recording the deposit manually. This feature is currently available to equity bank clients only.
Chamasoft automatically reconciles all the deposits with their respective invoices. If you record a deposit with no invoice, the system automatically takes it as a prompt payment and its recorded as a negative figure.
Yes, it is possible. How to; On the side bar menus,click on the settings tab. A drop down menus appears, proceed and select Group account managers the select Add group account managers. Settings>Group Account Managers>Add Group Account Managers. An interface appears as shown below. Fill in the account managers`s name, phone number, email address and […]
Yes you can. How to; On the side bar menu, select Members Module as shown below. A drop down menu appears. On the menu, click on membership management and select list members. Path to follow; Members>Membership Management>List Members Once selected a list of all members as shown below. On the member list, click on edit to […]
Secure Socket Layer (SSL), are cryptographic protocols that provide security for communications over networks such as the Internet. https is way to tell the browser and server to communicate using SSL.
Yes you can. How to; On the side bar menu, select Members Module as shown below. A drop down menu appears. On the menu, click on membership management and select list members. Path to follow; Members>Membership Management>List Members Once selected a list of all members as shown below. On the member list, click on edit to […]
Yes. In addition to always maintaining two copies of your data, we automatically back up your data every day. It is stored on firewall-protected, redundant servers, so your data is safe from hardware and software failures, hackers and viruses. Because we update your records with every change, we cannot restore your file to a previous […]