Backdating

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 […]

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What are Bank feeds?

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.

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Can I set membership numbers on Chamasoft?

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 […]

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Can I add next of kin details on Chamasoft?

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 […]

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How often is my data backed up? Can I back up my own data?

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 […]

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