1. The Open Platform for MicroCredit

5. Your brand new system.... navigation Quick access to commonly used functions Your MFI at a glance

6. Data Entry Various links for Data Entry operator Can get direct access to list of loan approvals & disbursal

7. Admin Admin can create masters like fees,loan products etc..

8. Dashboards Dashboards provide graphic information about your MFI

9. Dashboards (contd)

10. Dashboards (contd)

11. Dashboards (contd)

12. Dashboards (contd)

13. Dashboards (contd)

14. Dashboards (contd)

15. Dashboards (contd)

16. Browse your MFI Browse and drill down into your MFI Graphs give you a quick overview All branches

17. Branch details Centers in this branch Centers arranged by Meeting day

18. Well thought out user interface Tabs provide a large amount of information in an organised manner

19. Exceptions are easy to spot

20. Easy to track changes Tab provides entire history of branch

21. Center details Center details List of the clients

22. Center details (Contd)

23. Center details (Contd) Weeksheet shows details about group wise repayments of center

24. Center details (Contd) Centerwise bulk repayment page for single click entry

25. Center details (Contd) Can apply loan utilization check

26. Center details (Contd) Bulk data entry page At center, can choose any field for bulk entry

27. Google map integration Google map can help to locate centers Google map is availabe at area, branch,center & staff member page

28. Cllient Details List of loans with details Client details

29. Cllient Details (contd) Attendence details

30. Cllient Loan Details loan details

31. Cllient Loan Details (contd) Repayment schedule of loan

32. Cllient Loan Details (contd) List of repayment made by client

33. Staff Members Staff member progress details can be imported to HRM system

34. Staff Members (Contd) Daily collection sheet & disbursement sheet of staff

35. Staff Members (Contd) Daily collection sheet

36. PDF format of collection sheet

37. Center meeting today Center paying today branch wise details , can expand it centerwise

38. Watch repayments in real time Centers have paid In full Centers have not Paid at all Center has paid partially

39. Maker-checker concept All data needs to be verified by a manager

40. Create Document type Can create any document type & attach to Area ,Branch etc.

41. Upload any document Keep all your KYC documents within easy reach Can create document type according to needs like Legal docs, Indentity proofs etc

42. Client form Create your own, arbitrarily complex client forms Social metric tracking

43. Whitelabelling and Branding

44. Whitelabelling and Branding (contd)

45. Holiday Calendars

46. Bulk Target Entry Can create bulk target for different centers Can assign target to branch,center, staff member for client creation, center creation etc...

47. Bulk Target Entry List of targets for client registration, center creation with start date & end date

48. Users & Roles User can be attached to staff members Easy to edit user role & status

49. Funders & Funding Lines Keep track of your sources of funds

50. Fees Specify fees as you like

51. Loan Products Unlimited loan products

52. Loan Product Defintions Specify loan product definitions

53. Loan Product Defintions (contd) Attach your fees and validations

54. Book Keeping Define your chart of accounts

55. Create New Account

56. Create Accounting Rule

57. List of Accounting Rules

58. Journal Entry

59. Journal Entries

60. Branch Accounts

61. Occupations Can create master list of occupation

62. Business Rules Specify custom logic and business rules

63. Business Rules (contd)

64. Reports A plethora of reports give you detailed information at the press of a button. Additional reports can be created to suit your requirements.

65. Daily Report Drill down into branches, centers and groups

66. Printer Friendly Format of Report

67. Center wise Consolidated Report

68. Consolidated Report for Staff

69. Quarter wise Consolidated Report

70. Transaction Ledger

71. Loan Disbursement Register

72. Loan Purpose Report

73. Loan Purpose Report

74. Repayment Overdue Register

75. PAR Report

76. Client Absenteeism Report

77. Custom Report Create your own reports

78. Custom Report (contd) You can export this into Excel