Welcome to Websoftex Software Solutions Pvt. Ltd. a Bangalore based company extending its services in Website Designing Web Development Micro Finance, NBFC Software, Co-Operative, Banking Software, MLM Software, Micro Finance, RD FD Software, Chit Fund etc. http://www.websoftex.com http://microfinancesoftware.net http://chitfundsoftware.in http://chitfundcompany.com http://loansprouts.com

1. Chit Fund CompanyChit Fund Company
FlowchartFlowchart

2. Chit Fund Mainly Consists of 3 Parts
1. Main Branch
2. Sub Branch
3. Customer Details

3. 1 Main Branch (Admin) : Here you can access all the information of other
branches. You can make any changes of any branch information Here you can
create User ID and Password and at the same time you can edit the same. Overall
branches can be maintained through this branch. It is supreme authority to make
any changes of information of other branches.
2 Sub Branch: Here individual branch details will be maintained. Only authorized
person can login for the particular branch and he will not be aware of details of
other branches. He can run every transaction and process smoothly without
affecting any other branch.
3 Customer Details : Where individual customer can login by
selecting particular branch, entering his user id and password and obtain
his information regarding his personal details, Chit details, payment
details i.e. paid amount and due amount as on date, bid details etc.

4. Create Branch
Branch User Branch Transaction
Branch Receipt
Customer Receipt

5. Home Page
1
Add pictures and logo

6. Chit Scheme
Add Chit
View Chit
Edit Chit Schemes
Chit Scheme Report
2
You can add new Chit Schemes like subscription amount, number of
subscribers, number of months and total chit amount.
You can view Chit Schemes Details

7. Subscriber Details3
Add
You can add members into your database
Profile
You can view individual member by entering their member id and get the details of
particular member at the same time you can update the data
View Members
You can just view all member details by alphabetical order

8. Chit Start4
Start a Chit
You can start New Chit like what will be the chit amount, duration, number of chit
members, branch etc.
Add New Member
After start a new chit has started you can select members by entering their first
character which is already stored in database. Its nothing but registration to particular
Chit/Group Id. A minimum amount will be charges for registration.
View Subscriber by Chit Id
After entering members into particular Chit, You can view how many members are
subscribed and their subscription numbers, members id etc
By Member Id
By entering members name you can select particular member and you will get Chit
Details where selected member is participating. Again there you can click view data
to view details of chit members in particular chit id

9. 4 Contd..
Account Details
By entering members name you can select particular member and you will get Chit
details where selected member is participating. You click View Data to view details of
payment history of particular member for particular chit id

10. 5 Payment Details
Accept Payment
Here Group No/Chit ID will be displayed. Here you have to select particular chit id and after
selecting chit id drop down menu will appear, in that drop menu all the members name will
display where members belongs to selected chit id. After selecting particular member name it
shows the amount/balance amount to be payable, paid etc. Next u can select payment mode
whether it is cash or bank, if it is bank u have to select bank name from list and enter other
details as required. *Note: If it is other than cash transaction, amount will be accepted as
payment only after confirmation is done. You can confirm that amount is credited to your
account by selecting next menu Cheque Status. Secondly if payment/installment already
accepted by manually then you have to enter manual receipt number otherwise not
Cheque Status
When there is cheque payment then you have to confirm that cheque is honored. Then only
amount will be accepted in your payment list otherwise it will be treated as due.
Payment Report by Chit Id
Here you can view payment history of particular chit id along with other details

11. 5 Contd..
Payment Report By Member
Here you view individual payment history by selecting name of a person. When you
enter/select particular member, then you will find details of chit ids where member is
participating and clicking particular Chit ID/Group ID you can view payment details

12. 6 Chit Bid Details
Auction Advice
Here you can do auction by selecting Branch, Group/Chit Id, Member and action
amount. If it is first bid, automatically first bid will go to company
Bid Report
Here you can get bid details of particular Chit/Group.
Chit Status
It is option given to edit status of Chit

13. 7
Group Auction Details
Add Group Bid
It is for generate report to display details of next bid time, next bid timings etc, last
bid amount, total bids etc...
Edit Group Bid Details
You can edit the information of Group Bid Details
Group Bid Details Report
To display report where it contains the information of Chit/Group ID, Next Bid Date,
Timings, No Bids, Last Bid amount etc...

14. 8 Security Details
Add Security Details
After Bid you have to give security details to take bid amount. There you find pre-
defined security type in drop down and there after you have to select branch,
chit/group id and member name. It will display Chit id when there is any person is
entitled to receive bid amount otherwise it will not display any information
Chit Award
Here you have to select branch, group/chit id and members, there you will find
members name. If he already has given surety details you will be allowed to enter
chit award page otherwise you will be redirected to surety details for further process
Chit Award Report
It gives details of prized and non-prized money of every member in particular
Chit/Group ID

15. 8 Contd.. Surety Report
Here you can get details of surety given by member
Chit Award Details Report
Here you will get report of Chit award details.

16. 9 Receipt Details
Computerized Receipts
Here you can view the details of member, date of amount paid, total amount pay and
others by entering computerized receipt number..
Manual Receipts
Here you can view the details of member, date of amount paid, total amount pay and
others by entering manual receipt number.

17. 10 Ticket Transfer Details
Ticket Transfer
Here you can replace subscriber
Ticket Transfer Details
Here you will get information of about replaced subscriber.

18. SMS Alert Details11
Send SMS by Member ID
To send sms to individual member
Send SMS by Group ID
To send sms to all the members in a group.
Send SMS to Members
To send sms to all members.
Send SMS to Individuals
To send sms to individual other than members
Send SMS to Agents
To send sms to agents
View SMS by Member ID
To view sms sent to members

19. 11 Contd. View SMS by Group No
To view sms sent to particular Chit/Group ID
View SMS By Date
View Sent SMS by Datewise

20. 12 Mode of Payment Details
Payment Mode All
It displays total Receipts from all over the branches
Payment Mode by Branch
It displays total Receipts from individual branch.

21. 13 Reports
Payment History
It generates report of payment list by Chit/Group wise
Defaulters List
It generates report of defaulters list by Chit/Group wise
Defaulters List with Address
It generates report of defaulters list by Chit/Group wise with address.
Defaulters Pay List
It generates prized and non-prized list

22. 14 Agents
Add Agents
Here you can enter agent details
View Agents List
Can view agents details and update the same time.
Agent Commission Report
It generates commission details of an agent.
Commission Payment to Agents
You can make agents commission payments.
Update Agents
You can update agents details

23. 15
Day BOOK
It gives cash book details

24. 16 Create User Id and Password
Create New User Id
Here u can create user id and password for the new branch
View Details
Here u van view all the user id and its details at the same time you can
change or hold the transaction of particular branch from main branch by
updating or deleting particular record

25. Master Entry
Customer Details
Chit Schemes
Employee Details
Collection Agent Details
Change Collector
Collector’s Transaction
Introducer
Documents Provided
Receipt Book Issue

26. Reports
Customer Details
Employee Details
Branch Details
Chit Details
Introducer Details
List Of Holidays
Registrar Details
Collection Agent Details
Defaulter Details
Auction Details

27. Auction Date List
Group wise Member List
Outstanding Report- All
Cash Deposit Slips
Cheque Deposit Slips
Contd…

28. Help Desk
Enquirer Name
Contact Number
Comments section

29. Customer Details
Customer Name
Scheme Code/Name
Details Of Payment
Chit Details
Customer Security Details
Scan all Documents

30. Customer Login
Select Chit Scheme
View Payment Details
Chit Value
Start Date and End Date
Next Installment Amount
Incharge Contact Person
Payment Option
Auction History

31. Accountant Login
Customer Name
Select Chit Scheme
Received Amount
Mode of Payment
If cheque
Cheque no and Bank name,
Branch
Collector Deposit Details
Depositor Receipt
Collection Summary Report

32. Daily Collection Report
Bank Transaction Report
Receipt Voucher
Account Ledger
Contd…

33. Marketing Report
Recovery Details
Marketing Expenses

34. Customers Branch Branch Plan Monthly Draw Plan Setting
Email SMS Users Ticketed Customers Security Documents
Accountant Login Customer/Member
Login
Help Desk
Track of Bounce Cheque
And Postdated Cheques