Rd fd software
Sponsored Links
This presentation is the property of its rightful owner.
1 / 10

RD FD Software, NGO Software, RD Software, FD Software, Community Banking S... PowerPoint PPT Presentation


Websoftex Software Solutions Private Limited, a Bangalore based Company, an authorized Software service provider engaged in Microfinance, Banking, Co-Operative, NBFC, Pigmy, Mortgage, RD FD Software, Loan, Accounting, Custom, Cooperative Agent, Mortgage, Accounting, E Commerce, Billing Software, Core Banking, Micro Finance, CRM, Loan Software, Development in Bangalore, with maximum level protection. We take pride in rendering good and protective services to small- medium Microfinance Institutions and other sector for more than 5 years. http://microfinanceSoftware.net

Download Presentation

RD FD Software, NGO Software, RD Software, FD Software, Comm...

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


RD FD Software

Consists of 3 main modules as;

1)Admin Module

2)Branch Module

3)Agent Module


Admin Module

1.MANAGE ADMIN MENU:

Lock Settings:-Enables to Lock the Branch Modules.

Change Password:-Using this we can change the admin

password.

Financial Year:-Used to add the Financial year.

Deductions:-Add the TDS, Service and Other Charges.

Payment Period:-Create the payout period for particular

duration.


2.MANAGE MASTER:

Manage News:- Create and Update the News which

scrolls at the Home Page.

Manage Plan Amount:- Adding of different plans along

with the Plan amounts and

Commission for different plans.

Manage Designation:- Consists of different designations

along with the Targets.

CMS:- Content Management System, used as a user friendly menu,

which provides an option to manage and add the contents

that has to be displayed at the home page.


3.MANAGE BRANCH:

The main functionality of the Plan starts with the Creation of the Branch and Users.

Create Branch:- Will create the Branch

name along with the unique

code for each Branch.

Create Branch User:- For the each created

Branch, one must create the

Branch User, using which

will be able to Login to the

Branch as Branch User.


4.MANAGE PAYMENT:

Create Payment:-The Payment Period which

is created is viewed at this

menu.

Promote Agent:- Provides for the Promotion

of the Agent.

Change Up-line Agent:- Using this menu, we

can change the Agent’s

introducer code.


The below snap shot shows the Payout.


5.GENERAL:

View Customer:- as this is admin module, we will

be able to view/edit Customers

irrespective of Branch's.

View Agent:-we will be able to View/Edit the

Agents irrespective of Branch’s.

Collection Report:-Shows all sorts of collections

which is received at the Branch.

TDS Deduction Report:- shows the Report which consists

of the TDS Deducted at each

Payment period created.

Late Fees Report:- shows the Report which has the Late Fees

coll


Late Fees Report:-shows the Total Amount

of Late Fees collected for

the particular period.

Commission Pay Report:-shows the Amount

of Commission

paid to the Agents

in Branch wise.

Approve/Reject:-shows the report of cleared and

unclear cheque’s.

Renewal Delete:- provides an option in order to Delete the

renewals done


6.MANAGE MATURITY PAYMENTS:

Create Maturity:-we will be able to Pay the

maturity to the customers

who have already

completed the policy period.

View Maturity Paid Members:-this report shows the list of Customers for whom the maturity is paid.

View Maturity Unpaid Members:-this report shows the list

of Customers for whom the maturity is not yet paid though the policy period is completed.

Delete Customer:-enables to Delete the Customer.


7.TOOLS :mainly consists report related to Agent

Agent Tree:-shows the particular Agents Down line team and their designations.

Agent Business Report:-this report shows the Total Business done by a particular Agent during a certain period of time.

Total Branch Collection. Report:-shows the report according to Branch wise, consisting of Fresh, Renewals, Agent & Customer Fees, Late Fees.

Self Business:-this menu shows only the Total Self Business done by one particular Agent.


  • Login