The minutes module was discontinued, but we are looking to restore it in the next version of the platform i.e. v.4.0
Where do I attach minutes for members to view?
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If at the point of registration I set members as 10, am I able to add the 11th ?
Yes you are allowed. The system will update the entry you made to reflect the extra members. You can also adjust the group size manually. The steps are as follows; While on the dashboard, click on the menu icon as shown below. This releases a settings menu. On the menu, select edit group profile as shown […]
For you to receive the feeds for reconciliation, do you have to successfully have registered the second account?
Yes, one has to add it and go through OTP just like the first one. The request OTP interface is as shown below. Click here and learn more on how to connect your account.
For groups with more than one bank account or a mobile accounts – the reports are based on all the accounts or primary account only?
The reports will show a combination of all accounts, there is a functionality that allows one to filter reports by bank account. Click on the action button to set the range and to select the specific account which you want to filter as shown below. Click here and learn more on how to view […]
In the event the registering guy and the linking to bank accounts guy are different, who receives the feeds?
The person who registered the group on the platform is the one who will receive the feeds. If they want the feeds to be sent to different members they can switch this by editing the primary contact. After the primary contact has been set, we will prompt you to go through the process of account […]
Can I be a member of two groups on Chamasoft?
Yes, you can. On Chamasoft every member is issued a unique key. This key identifies with a member`s records in an investment group. After logging in, an interface displaying all groups where the member is registered appears as shown below. This allows the user to select which group to log in to. NB: This is only […]
Can I record dividends on Chamasoft?
For now dividends can be recorded as expenses. To do this, kindly create an expense and add a description as a dividend. However we are working on a dividends module as requested from our clients. The module should be integrated by January 2017
What happens when I overpay for my subscription?
The over payment will be carried forward to the next subscription.
Is it possible to see details of my personal account on Chamasoft?
No, it is not. On Chamasoft you only have access to information pertaining to your group`s Bank account.
Do you offer training for new clients?
There is this feature you totally don’t understand, do you need help and more clarifications about the system? Don’t worry, our able support team provides training for you. Kindly contact our support through 0733366240. You can visit our offices at Elgon court, Ralph Bunche Road, Upperhill, Nairobi and book for a meeting. Alternatively, we can schedule […]