Yes you can. How to; On side bar menu,click on the settings tab as shown below. Once selected, a drop down menu appears as shown below. On the menu, select Contributions, then select list contributions as shown below. The path is Dashboard>Settings>Contributions>List Contributions. Once selected, a page with all the contributions appears. Each contribution setting has […]
How to; On the side bar menu, select Fines module as shown below. Select Fine Members from the drop down menu as shown below. To create a new fine category, click on the Add New Fine Category button as shown below. A pop up interface appears. Fill in the details specifying the name and […]
Yes, it is possible. How to; On the side bar menu, select Fines module as shown below. A drop down menu appears. Select fine members from the menu as shown below. Fill in the fine details and on the member panel, select the members who you wish to penalize. NB: This module enables you to fine several […]
Chamasoft allows you to upload a list all your members from an excel file. This can save you a lot of time especially if you have big group with many members. To import members, go to; Members>Membership Management>Import Members Click on the download button to download a sample template. Open the downloaded template and open […]
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Chamasoft allows you to add and connect your bank account to your investment group. This enables you to record all your transaction to their relevant account. Connecting your group account to an Equity account enables you to reconcile deposits and withdrawals from your equity bank account automatically. For now, Chamasoft has only partnered with Equity […]
Chamasoft allows you to create an asset category and record an asset purchase. This is very useful for groups that invest in assets as all their investments will be reflected on the system. To record an asset purchase, Go to; Investments>Assets>Record Asset Purchase Payment To add a new asset, Click on the button shown below. […]
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Yes, you can. There is no limit to the number of bank accounts. How to add a bank account; Once on the dashboard, proceed to the settings tab. Click on the panel and a drop down menu appears. From the menu, click on financial institutions, then bank and proceed to select Create Group Bank Account […]