The action tab is the red button which appears at the top of the dashboard. It is simply a shortcut link to the add members panel. Once selected, an add members links appears which redirects you to the add member window as shown below. From this window, you can add members by filling in the details on the […]
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Account Manager Module
This module enables a third party to run the affairs of an investment group. This comes in handy where an investment group has outsourced the running of the investment group to a third party e.g. an accountant. This third party is normally not a member of the investment group, but acts as an account manager. How […]
What If someone else signed up with your email/ Phone number?
We’re sorry someone mistakenly made a Chamasoft account with your email/phone number To disconnect your email from the Chamasoft Notifications: Click Unsubscribe at the bottom of a Chamasoft email Send STOP to 20465 for mobile phone. You can also contact support on 0733366240 or email us on info@chamasoft.com and inform us.
Can I Deactivate my Chamasoft Accout
Sometimes you may need to deactivate your account. This can be necessary in the case where you might have created a double account and you wish to deactivate one. If you no longer wish to use Chamasoft and you are still receiving invoices, you can also deactivate your account to stop receiving invoices/ notifications. To deactivate […]
How to Set Opening Balance
Chamasoft allows you to set opening balance for all the members. This feature allows you to backdate all the member balances to the system before joining Chamasoft. After back-dating the records from the books, the balances should reflect to the system as the opening the new balance. To set opening balances, Go to Settings>Invoices>Create Invoice. […]
What will happen if I don’t subscribe?
After getting started on Chamasoft, one receives a 14 days trial. Upon the expiry, one is expected to pay a subscription amount in order to continue using Chamasoft account. If you don’t make a payment within the trial days, Chamasoft automatically locks your account and directs you to the billing page. You wont have the […]
How much do much do I pay for less than 20 Members
Chamasoft pricing is as follows Monthly subscription – Ksh 696 Quarterly subscription(period of three months) – Ksh 1740 Yearly subscription – Ksh 5800 This rate applies to group accounts with 20 members and below. (including group accounts with less than 20 members)
Does Chamasoft Offer Loan Facilities?
Chamasoft has a loan module under Loans menu where one can record a loan. However chamasoft doesn’t offer loans to members. For loan facilities, kindly contact your respective bank or financial institution.
Does Chamasoft have customer support & what is the cost?
Chamasoft provides this online Help Center which contains a detailed online user guide; the cost is included within your Chamasoft subscription. You can contact the Chamasoft Support team free any time with your questions or suggestions. Just click the Contact Chamasoft Support button at the bottom of any Chamasoft page or call 0733366240
What are the up front costs to joining Chamasoft?
There are no up front or setup costs to using Chamasoft, you simply need to select the appropriate pricing plan and go for it. Also, there is no obligation period for using Chamasoft once you have signed up. Refer to pricing information on our website.