Payments awaiting approval
Members awaiting approval
Tasks due
Calendar
Click a date to see or add tasks for that day. Reminders for your team — members are chased automatically by the nightly reminder job, separately from this.
Select a date
- Nothing scheduled.
Add a task
Members
| Code | Name | Mobile | KYC | Status | |
|---|---|---|---|---|---|
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Add member
Enroll member in a scheme
Messages
Member reviews
Schemes
Generate dues
Creates due entries for every active enrolment whose scheme falls due on the chosen date. Safe to re-run — duplicates are skipped. This also runs automatically each night.
Payments
Record a payment
Set this to the day the member actually handed the money over — a collector posting a round later should back-date it, so the collection figures follow the round, not the paperwork.
Today's collections
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Record a collection round
For a collector posting a whole route at once. Everything here shares one date and method; each line posts exactly like a single payment.
| Member | Enrolment | Amount (₹) | Reference |
|---|
Payments awaiting approval
| Collected | Member | Amount | Method | Collected by | Reference | ||
|---|---|---|---|---|---|---|---|
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Payment history
| Collected | Member | Amount | Method | Collected by | Status | |
|---|---|---|---|---|---|---|
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Member ledger
| Date | Scheme | Particulars | Type | Credit | Debit | Balance |
|---|---|---|---|---|---|---|
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Payouts
Pays money out of the fund — a maturity payout, or an early withdrawal from an active enrolment. You can never pay out more than the member's balance. A matured enrolment that is paid out in full is closed automatically.
Ledger approvals (maker-checker)
Manual balance corrections awaiting a second admin. Check the amount, member and reason before approving — you cannot approve your own request.
| Requested | Member | Scheme | Amount | Reason | By | |
|---|---|---|---|---|---|---|
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Request ledger adjustment
A different admin must approve it (four-eyes). Positive amount = credit, negative = debit.
Defaulters & overdue
| Code | Member | Mobile | Oldest due | Days late | Open dues | Outstanding |
|---|---|---|---|---|---|---|
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Reports
Society summary
Solvency at a glance
What the society owes its members, and what it is still owed back.
Pending dues
All open dues across members.
Daily collection
Member ledger
Collector performance
How much each collector recorded, and how it fared through approval.
Automation
Everything below is driven by one cron entry. If a job's last run goes stale, the cron has stopped — no dues, no penalties, no messages, and no other warning.
| Job | Last run | Status | Result |
|---|---|---|---|
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These run automatically every night via cron (dues 00:30, interest 01:00, maturity 01:15, penalties 02:00, reminders 02:15, dispatch every 5 min). Trigger them manually here to demo or back-fill.
⚠ These run the nightly jobs by hand, across the whole book — each is confirmed before it runs. Normally the cron does this automatically.
Staff & roles
Click a permission to grant or revoke it. Green = granted.
Your login email
Set an email on your own account now, so you can sign in with it once login switches to email. Mobile login still works today.
Add staff member
Branches
Add branch
The code is fixed once created — it is part of every member code in that branch.
Activity log
Every privileged action is recorded. Newest first.
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Notifications
Every reminder the system has queued, newest first. Reminders are written here first and delivered separately, so a row appearing means it was queued — the status column is what tells you whether it actually went out. Retries counts failed delivery attempts, so 0 is the healthy value; a row is retried on each nightly run and given up on after 3.
| When | Member | Sent to | Message | Type | Status | Retries | |
|---|---|---|---|---|---|---|---|
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Settings
Society-wide policy. Changes take effect immediately and are recorded in the activity log.
Referrals
Who referred whom, which have qualified, and what the society has paid in bonuses. Amounts and the on/off switch live in Settings.
| Date | Referrer | New member | Code | Status | Referrer ₹ | New member ₹ |
|---|---|---|---|---|---|---|
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Gifts
Gifts members earn for their contribution slab — pay ₹200 → gift worth ₹200, and so on. Gifts you tick as visible appear in the member app, matched to each member's amount.
Add gift
Give a gift to members
Mark that members were handed a gift — they'll see it as Received in their app. Pick a gift, add the members, then save.
Recently given
| When | Member | Gift | Worth | |
|---|---|---|---|---|
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