Chamasoft does not access your bank account in any way. This account is only used for recording purposes. Once you add your bank account, Chamasoft does not deduct any amount. Subscriptions can only be made through Chamasoft billing. Upon expiry, your account is automatically locked and Chamasoft doesn’t renew your subscription.
The system automatically reconciles contributions received with invoices sent. In the event that a contribution received is less than the invoice sent, then the Chamasoft will automatically indicate the generate a report of the arrears. Click here to learn how to create a contribution setting.
No. All the deposits and member contributions are saved in the group accounts. However, you can create more than one bank account. Click here to learn how to add bank accounts within your Chamasoft account
On the side bar menu, click on the investments tab as shown below. Once selected, a drop down menu appears. On the menu select assets, the select List assets. Path to follow; Dashboard>Investments>Assets>List assets Once selected, a page with all assets appears as shown below. To sell an asset, click on the sell asset tab […]
After creating an account on Chamasoft, many people are not sure of where to start or what they should next. There is a variety of records to be added but here are the most basic to start with. Here are four essential things you need to do right after you sign up for Chamasoft. 1. […]
Yes you can. How to; On the side bar menu, click on the investments tab as shown below. Once selected, a drop down menu appears. On the menu, select Money market investments, then select Money market investment listings. Path to follow; Dashboard>Investments>Money Market Investments>Money Market Investment Listings Once selected, a page with all Money Market […]
Chamasoft allows you to void the previously recorded stock, Go to; Investments>Stocks>List Stock, Choose the stock you wish to void and click on the VOID button to delete it. You have successfully deleted a stock.
Chamasoft enables you to create more than one account using the same login credentials (username & password). This is very important for those people who have more than one group account and wish to use the same account profile. On the upper right hand side, hover on the account icon and click Your Group. Click on CREATE […]
No, it is not possible. A Bank Account is treated as a unique key which identifies records within a specific investment group. In case you create an account that is already registered, an error pops up. This error is as shown below. However, you can have several Bank Accounts within one investment group.
Chamasoft creates independent user accounts for every member of a group immediately they’re added to the group. Using these accounts, members can view their records and the group summary records. However if the member has no permission, they change any record on the group account. A link is sent to the member’s phone number and email […]