Home

FEATURES

Security and Access Control

Security is an important part for any system and we understand it, that's why we have paid a lot of attention to it. We have saved it by encrypting the details of the user, so that no data of any kind is leaked. We have also put security on the IP address to prevent any deaf person from accessing so that the deaf person cannot steal any kind of data. As an admin you will be able to give each user of the platform in your organization access to various features of the platform using our Security and Access Control module.

Dashboard with Quick Access

The dashboard serves as a mirror for any system. It provide a single pane visibility into all key business metrics. They serve as a central location for users to view and analyse up to date information. Any change in the underlying data or values is reflected in dashboards immediately. This helps you to identify fluctuations in key business metrics as soon as they happen without having to wait for daily or weekly reports. Dashboards provide you with all the key values without having to code or analyse information separately.

Customer Page

The Customer Create Page benefit refers to a feature or capability within a software or system that allows users to easily generate or create new customer records or profiles using a predefined template. After creating the customer, we can attach customer related documents from Customer List.

Loan Given

The Loan Given benefit likely refers to a feature or functionality within a lending or financial system that allows users to document and manage loans that have been disbursed to borrowers. The Loan Given provides a standardized way to document key details of loans disbursed, including borrower information, loan amount, interest rate, repayment terms, and other relevant data. This ensures that all necessary information is recorded accurately and consistently.

Lump Sum/Gold Loan

The Lump Sum Loan Given benefit likely refers to a feature or tool within a financial system or application that facilitates the process of recording and managing lump sum loans or Loan against Gold provided by an entity to its customers or clients. The form provides a structured format for documenting key details of each lump sum loan or Gold Loan transaction, including the Gold Material information, borrower's information, loan amount, interest rate, repayment terms, and any collateral involved. This helps maintain organized records for auditing, reporting, and regulatory compliance purposes.

Loan Receive Form

The Loan Receive helps document the reception of loans in a systematic manner. It provides a structured way to record important details such as the loan amount, interest rate, repayment terms, and borrower information. Loan Receive Forms create a comprehensive audit trail of loan transactions, including the date and time of receipt, the parties involved, and any accompanying documentation. This audit trail can be valuable for internal auditing purposes or in the event of regulatory audits or inquiries.

Loan Given Report

The Loan Given and Receive Report benefit typically refers to a feature or functionality within a financial system or software that allows users to track and manage loans given to and received from customers, clients, or other entities. Users can easily access a consolidated report that provides a clear overview of all loans given out and received, including details such as the principal amount, interest rates, repayment terms, and status of each loan.

Account Ledger Report

The Account Ledger Report provides a detailed summary of financial transactions for a specific account over a defined period. The Account Ledger Report offers a clear overview of all transactions related to a particular account, providing transparency into how funds are being managed or utilized. Access to up-to-date and accurate financial information through the Account Ledger Report empowers decision-makers to make informed choices regarding budgeting, resource allocation, investments, and other financial matters.

Outstanding Report

The Account Outstanding provides a summary of outstanding accounts receivable or payable. The report offers a clear overview of all outstanding accounts, including the amounts owed and the aging of each account. This visibility helps businesses understand their current financial standing and identify potential cash flow issues. Businesses can use the Account Outstanding Report to track the performance of their accounts receivable or payable departments, monitor collection efforts, and assess the effectiveness of credit policies and procedures.