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eChitFund Management Software Overview

eChitFund is a web-based application developed in PHP and MySQL that allows centralized management of chit fund businesses. It has two modules - a subscriber portal and an administrative portal. The subscriber portal allows subscribers to access account details, view payment history, check upcoming auctions, and make online payments. The administrative portal allows staff to manage branches, subscribers, agents, groups, payments, accounting, users, communications, and reports. It offers a core banking system, subscriber and agent management, collection machine integration, accounting, and user privilege controls.

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Sonali Saxena
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39 views8 pages

eChitFund Management Software Overview

eChitFund is a web-based application developed in PHP and MySQL that allows centralized management of chit fund businesses. It has two modules - a subscriber portal and an administrative portal. The subscriber portal allows subscribers to access account details, view payment history, check upcoming auctions, and make online payments. The administrative portal allows staff to manage branches, subscribers, agents, groups, payments, accounting, users, communications, and reports. It offers a core banking system, subscriber and agent management, collection machine integration, accounting, and user privilege controls.

Uploaded by

Sonali Saxena
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd

eChitFund Software

By [Link]

Web-Based application designed developed in PHP, MYSQL.

PHP : Programming Language


MYSQL : Database
Smarty : HTML Templates
Apache : WebServer.

About eChit

Centralizes System : You can install it on a centralize server and


then you can access it from different branches

System has two separate independent modules


1) Subscriber Portal
2) Administrative Portal

Subscriber Portal : It is subscriber dashboard / account which you can integrate with your
website. You can give online access to your subscribers. so subscribers can see payment
history, due payment, next auction details and to make online payment.

Subscriber Portal

New Subscriber : New member can fill & submit Member Registration Form online.
Existing member : Login go to Subscriber Dashboard
1. Group Section
2. Payment Section
3. Communication section
1.

Group Section : Current Chits/Groups, Auction Details

2.

Payment Section :
1. See their payment history,
2. Check for payments due,
3. Make due payments Online

3.

Communication Section :
1. See messages from staff/admin,
2. Send message to staff

Administrative Portal : eChitFund is a complete ERP solution to manage chit fund


business. This section will be managed by your Office Staff / Employee/ Admin.
Branch management :
Multi-branch Support & Centralize System (CORE Banking system)

Subscriber Management:
Detailed Subscriber Registration : Name, Home & Office Address, Phone,
Nominee Details. Photo, ID Proof, address proof.
Auto generated subscriber ID (e.g: TRV34)
Subscriber card to customer

Agent / Introducer management system


1. Maintain agents in hierarchical Structure like Rel-Manager on top and then you
can have agents under it.
2. Calculates Commission & Incentive of Agents Rankwise
3. Keep the track of Payable, Given and Pending Commission

Collection machine integration


1. Daily collection can be done with machines,
2. Generate and give onsite receipt to subscriber,
3. Save time and data entry affort's.
4. eChitFund is totally integrated with BALAJI collection machine.

Group Management
[Link] in hands list / Statistics Report
[Link] members : Add new member, Defaulters , Substitute
[Link] Letters / Intimation SMS
[Link] Prize management

Subscription payment Management


[Link] all cheques & cash transactions
[Link] Follow-up through Bank reconciliation system.
[Link] payment for multiple groups

Standalone easy accounting & XML Export :


[Link] alone accounting module that includes
[Link] Voucher & Payment Voucher ,
[Link] , Day Book , Cash Book, Bank Book ,
[Link] accounting data to some software like tally.

Privilege wise user management


[Link] allow access to certain part of software to certain users only.

[Link] Branch wise users

Within system communication


[Link] Communication : Staff Can send message to branch manger .

[Link] can also send customized SMSs and emails to subscribers like
Birthday SMS, last date of payments, Payment receipt confirmation.

Reports for MIS


Comprehensive, flexible and user-friendly reports, s
[Link] Transaction Report
[Link] Report
[Link] Report
Lien Confirmation Report.

THANK YOU

by:
[Link]

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