Registration of Society is done here.Go to iSoty Home PageClick on Register Your Organization TabEnter all required data [Personal details, Organization details, Block Details]Click on Submit icon.Note : For more information click on help icon.
Terms and Conditions are displayed you need to accept this to Register your society.To accept this terms and conditions Check the Check box I agree and accept terms and conditions check box.Then Click on Next icon.If you want to go back to registration page click on Back icon.
While Registration you need to give your payment details whether payment is done by Credit / Debit Card.After registration mail will be sent to user’s Email-Id with Login credentials.SelectCredit / Debit Card fromPayment By drop down list.Enter your Credit / Debit Card No.Enter/Select the Card Expire Date from pop up calendar. To Register your society click on Save icon.If you want to go back to Terms and Conditions page click on Back icon.
Displays Login IDs and Roles associated to the user respectively.Click on Add New User icon to add New User Account.Click on Edit icon to update the existing User Account.Click on Delete User icon to Delete the existing User Account.Click on Click here to add user details Link to add User Details.
Creation of user Account is done here.After User Account is Created Login Credentials will be sent to that user’s Email Id.In User Name/ Email Id Field enter the Email Id.Assign the roles for the member by checking the check boxes.Click on Save icon to save user account.
Complete User Details is Added here including his Personal Details, Block Details, Package Details, Usage of Parking Facility and Company Details.Youcan add user without email by checking the check box “User without Email ID”.To add user with Email Id don’t check the check box, select Email-Id from drop down List.If you want to add the User Details Later check the check box “Let user add his details later”, then you can add all details later except Name and Sex.If you are adding the details now then it is not necessary to check the check box.If you want to add the New User Click on “New User” Link, It will take you to the add user account page.In User Details page ,Enter the Personal Detail [Name, Address, City etc…].In Block Detail, Select block Name, Enter Flat No., Enter Members in Block, Select Package and Enter Package Effective date it should be today’s date.In Profile Image, Click on Browse to select file and Click on Upload to Upload the Image, Image should be of dimension 3x3cm (115x115 pixels).In Parking Facility, if user has the Parking Facility Check the Check box, Table will appear, by clicking on the table select the Parking Type, Parking Wing name and enter the Parking Lot Number and Click on save in table. You can allot any number of parking lots to a person by clicking on [+] in Table.In Company Details, add user’s Company details [Name, Designation etc…].Click on Save icon to save user details.Mail will be sent to that Email with Login Credentials.Note: Click on Help icon for More Information.
Displays all the Users of Society with there Images and Block details.If you select the Option Users without block, All the users who are not associated with any blocks will be displayed.In Block drop down list if you select any of the Block, All Users who are associated with that block will be displayed.After Selecting Block in Member/User Name drop down list select a Member, Only that Member Will be displayed.After Selecting Block in Ownership Type drop down list select any of the Ownership type, All User with that Ownership type Will be displayed.In User List click on View User Details icon of any of the user, that User’s Details will be displayed.In User List click on Edit User Details icon of any of the user, to update that User’s Details.In User List click on Delete User Details icon of any of the user, to Delete that User’s Details.Click on Add New User icon add New User Details.
NOC [No Object Certificate] could be given to any user who are leaving the Society at anytime.Click on Click Here for NOC icon to Generate NOC for that User.
Displays Contact details of all Users of society.If you click on any of the block, that block’s User contact Details will be displayed.
Notices will be generated for the User who does not have Email-Ids.Due Payment, Delay Payments, Announcement, Meeting Schedule and Minutes of Meeting Notices will be generated.Select any component from the Component Type drop down list, Displays all Notices of that Component.Select any Block from the Block drop down list, Displays all Notices of the Users of that Block.Select any member of that Block from the Member/User Namedrop down list, Displays all Notices of that User in that Block.Enter/Select From and To dates, Notices Generated between those 2 dates will be displayed .Click View Notice Icon to View notices.
To add society Bylaws enter Bylaws Title and Bylaws Description. Click on save to save Bylaw details.
Displays all society Bylaws. Click on Add new bylaw details icon to add new bylaw details.
Displays all the visitors belonging to the user who is logged in.If a logged in user belongs to multiple block then multiple block names are displayed, by selecting individual block name block specific visitors are displayed.If logged in user organizes any event and he wants visitors belonging to that event then click on Show My Events check box option.
This feature allows management to send an announcement to society members/residents.\\To create an announcement enter brief, detailed note, choose recipients as owner/tenant or All, Choose announcement type as building or group and select Block/Group name.To send mail check Send Mail option.Click on Save icon to save an announcement.Note : For extra information click on help icon.
Item management will be useful to keep track the items which may belong to specific Block/Building or Entire society. Has the ability to store multiple items of same type. Vendors can be associated with each item. Annual Maintenance Contract can be maintained. A Notification as a email will be sent to management for renewal of item prior to given Renewal Notice Days. To create an itemSelect Type from drop down list or if you want your own item type to be added click on Plus icon beside Type drop down list. Choose item tag as Active or Inactive.Enter The Description of that Item. Select the Vendor Name who is supplying that Item. Enter the Total Number of Units of that Item Type and Select the Units from dropdown List if it is not present, click on Add icon beside that and add the new Item Unit. Select the Block to which that Item Type belongs to or by Default it will be for entire Society. Enter the Item Added Date, by default it will be present date. Enter Item Inspection date. In Annual Maintenance Contract [AMC] Details Enter AMC Start and End Date. Enter AMC Amount. Enter Terms and Conditions of AMC. Check the Check box if renewal required and Enter the AMC renewal Date. Select the Renewal Notice days. Enter the remarks if needed. Click on Save icon at the top. Get the Items detailed report under Reports menu.
Describes general statistics of tickets in various state. Chart can be viewed by Status – New, Assigned, Addressed, Rejected or Closed Priority – High, Low, Medium, or unassigned Problem Area – All the available problem area’s defined under Settings menu where tickets have come.
Displays all available tickets in various status. Select the given priority, status or area drop down lists to search items on required basis. Enter Issue Id as 1,2,3 etc in the field provided to search specific tickets. Click on Detailed Report icon to get all tickets in full description. Click on Short report icon get all tickets in restricted to come columns. Click on Export to Excel icon to export tickets to excel. Click on Add New trouble Ticket icon to create new ticket. Click on View Trouble Ticket Details icon under Action column to view complete details of the ticket. Click on Edit trouble ticket details icon to update ticket details. Click on View log information icon to view audit details in which ticket had been updated under various stages. Click on Work order icon to get the work order for person who is working on ticket.
Steps to create a new ticket:Enter Problem Title, Details of the problem , Root Cause of the Problem.Select the Problem Area from dropdown if it is not present Add by Clicking on [+] icon.Select Associate Cause Area from dropdown if it is not present Add by Clicking on [+] icon.Set the priority of problem by selecting from dropdown.You can upload the trouble ticket picture/file, if there are any picture/file corresponds to that ticket. Click on Browse to select file and click on upload to upload the picture/file. You can upload any number of pictures/files.Click on Save Trouble ticket details.Mail [Information on rising of Ticket] will be sent to Society admin and the person who has raised the ticket.
Discussion Board is to have discussions on certain topic inside the society. Discussion could be of type global, local, Management and groups. To create a discussion enter discussion title, topic, discussion end date, choose discussion type either Global/Local/Management/Group and then select Building/Group Name.If discussion type is Global – inviting everyone in the society (based on selected building name) to discuss on this topic. If discussion type is Local – inviting everyone in the building which you reside inside society to discuss on this topic. If discussion type is Management – inviting only society management to discuss on this topic. If discussion type is Group – inviting only group members (based on selected Group name) to discuss on this topic. Discussion topic will be active and allowed to do response till the discussion end date. To allow minors to do response check Allow Minors to respond option. Click on save icon to save the discussion topic.
Displays all discussion topics. Click on Discuss icon to do response. Click on View discussion details icon to view discussion topic details. Click on Edit discussion details icon to edit and update the discussion topic details.
Display previous responses made by society members.To add response enter the response and click on Save discussion response details icon to save the response.Anybody can report the management if anything abusive words found in the discussion response. To do so click on click if abuse link, this link will be displayed only for active discussion topics. Click on profile link to view user/member profile.
Opinion Poll is to have society opinions certain set of questions and manage all the opinion polls at single location.Society Management can create an opinion poll topic.Only one polling topic can be in active state.To create opinion poll topic enter topic, select status (Active/Inactive), poll start and end date and enter polling options.To allow minors to do response check Allow Minors to vote option.To send email regarding new polling topic to all the society members check the Send Mail option.Minimum two polling options need to be added. To add polling options for the current topic, enter the option and click on [+] icon. To remove an option from the list select the option and click on [-] icon.Click on save icon to save the opinion poll topic.Polling will be made between start and end date of the polling topic.View graphical representation of Opinion poll result/feedback. If you modify the polling options, then the topic will be treated as new polling topic only if you update the polling topic details.
Displays all available opinion poll topics. Click on Edit details icon to edit and update the poll topic.
Graphical representation of opinion poll result/feedback.
Society Related Documents Could be Uploaded and saved in Society Documents.Enter the name of the Document.Select the Document Category drop down if it is not present click on [+] icon beside it to add new Document category.By Clicking on Browse select the PDF File you want to attach.Click on Upload to upload the file, After Uploading File Name will be displayed.Click on save icon.
If you want to rent your House you need to make a request to management for the Permission. Only Owners of the House could make a Rental Request.In Member Details,Name, Email-Id and Address will be populated if logged in user has owned any property in the society/organization.Enter the Phone Number and Mobile Number.In Tenant Details,Enter First Name, Middle Name, Last Name and Address.Select the tenant Date of birth from the popup calendar.Enter the Phone Number and Mobile Number.Select Gender and Tenant Type from the drop down list.Enter the No. of people i.e., total No. of house representatives.Tenant Photo, Click on Browse/Choose file to select file and Click on Upload to Upload the Image. Then image cropping dialog box would open to crop the image for the required dimension i.e., 3x3cm (115x115 pixels). In Tenant Member Details,You can add Tenant member detail by clicking on the tableEnter the Name, Address and Age.Select Sex from drop down list and click on ‘tick mark’ icon in table.You can add new tenant member details by clicking on [+] in table.Tenant member details table enter must be equal to the number specified in ‘No. of People’ field.In Agreement Details,Agreement Document, Click on Browse/Choose File to select the file and click on Upload button to upload the agreement document.Select the Agreement Begin and End Date from the popup calendar.Click on save icon.
Any News related to society could be published in Community News by Management it could be viewed by all members/residents of that Society. To Publish a Community News first Select News Category whether it is Regular or breaking news.Enter Headlines of the News you want to Publish.Enter Detailed Description of that News.Enter Picture Comments if needed.Specify an image file to upload either by entering the path of the file (Image path) directly or by clicking the Browse/Choose File button to open a file system navigation dialog window. Then click the Upload button to upload the file (Image). [You can upload only 2 images].You can view the entered News by clicking on Preview icon.Then Click on save icon to publish the News.
Meeting feature is used to circulate information to the society members and outside the society members.To schedule meeting inputs needs to be given to Subject , Meeting Agenda , Location, Meeting Type , Member Type , Meeting Date , Meeting Time , Meeting Status.To send mail to society members choose Block/Building check box option. Multiple selection of check box option is allowed.As soon as block/building is chosen all the members in that block will be displayed under Members/Participants block. Select participant name check box options whom do you want to send mail.To send mail for the members who are not in society then enter their email-ids in Others Users Email-Id.While scheduling meeting ‘Meeting Status’ should be scheduled. Note: For more information click on help icon.
Displays all available meetings in various status. Select Meeting Type drop down lists to search meetings on required basis. Select Meeting Status drop down lists to search meetings on required basis. Enter comma separated subject keywords to search meetings. Click on View meeting details icon under Action column to view complete details of the meeting. Click on View meeting details icon under Action column to update meeting details.
Minutes of meeting feature is used to distribute minutes for conducted meetings.To update minutes of meeting select conducted meetings from the drop down list which has subject of the meeting. As soon as conducted meeting is selected participants for that meeting will be displayed.Provide inputs to meeting type , meeting status and minutes of meeting fields. If meeting type is action then action on needs to be added.To send mail for the participants choose check box option under choose participants section and click on send mail for minutes member icon otherwise click on save minutes of meeting icon.To send mail for the participants who are not in society then enter their email-ids in Enter Others Email-Id section.Note: For more information click on help icon.
Displays all available minutes of meetings. Select Search By drop down lists to search minutes of meeting based on conducted meetings and meeting subject. Click on View minutes of meeting details icon to view complete details of the minutes of meeting. Click on Delete minutes details icon under to delete individual minutes updated for meeting.
Library Management is used to keep track of items that belongs to library and for easy access and retrieval of items. To create a library enter library name, library info, library location and choose manage by either society or contracted vendor. If managed by is society then select employee. If managed by is Contracted Vendor then select vendor. Click on Save icon to save the library details. Library List: Click on Edit Library icon to edit the library details. Click on Add new library icon to add new library.
To create library item choose library, enter item name, item short name, item code, Author/Artist, Stock Quantity (Nos.), Issue Period, Cost of item,Publisher, Purchase order No., Vendor and select genre.To add item stock details click on the table. Enter the Item tag name, Retention Period (It is the amount of period you would like to keep this item in library), Rack reference and select item status. Click on tick mark icon in the table to save the item stock details. To add new item stock details click on [+] icon in table.Click on Save library item icon to save the library item.
Displays available items in the library. Click on View library item icon to view the library item. Click on Edit library item icon to edit the library item.
To reserve an library item choose library and choose items in the available items list (this list will get displayed once you select the library). Management can reserve an item on behalf of any member in the society. Click on Make reservation icon to reserve the selected items. Reserved Item List:Library in charged person (Employee/Vendor) will have permission to view this page.Displays all reserved items by the society members.To issue the reserved item to reserved person, then choose block in which that person reside and select Member/User Name for whom you are going to issue an item.Click on Issue Item icon to issue an item and you will be rendered to Issue of Item page. Issue Item icon will be displayed only if the reserved item is available in the library.
To issue an item to any member in the society. Choose library and item genre. Available items in the selected library will be displayed. Click on Issue Item icon to issue the item and you will go to Issue of Item page. Issue of Item: To issue an item select block in which that person is residing for whom you are going to issue an item. Select Member/User Name for whom you are going to issue an item. By default issue and expected date will be populated as on today’s date. You can modify the issue date. Click on Issue Item icon to issue the item.
To update the return item details, choose library and select issued date from the popup calendar. Displays all items which are issued. Click on Return Item icon to return an item and you will go to Return of Item page. Return of Item: Select Return date from the popup calendar on which date that item is returned. Enter the fine if return date is greater than the Expected Return date. Click on Returning item icon to return the item.
Reservation of available Facility in Society is done here.It allows multiple booking also if that selected Facility is shared. Facility reservationChoose the Facility you would like to reserve.Write Comments in text field that would be displayed in calendar.Select Start and End Time of reservation.Enter number of users who will use the facility.If that Facility allows Multiple Booking you will get another option that you want to Share your Facility or Dedicated only to you.If Shared Your Facility could be shared by another user in same date and time.If Dedicated Your Facility could be used only by you.Click on Save icon.If that facility is Auto Authorized you will get the result [Reserved or Denied] as and when you click on save.It that facility is Not Auto Authorized Secretary will approve or deny your request.In both the Cases Facility is reserved only in the given date and time no other person has booked the same facility.
Reserved Facilities will be shown in Facility Calendar.Click on the Facility Tab its respective Calendar will be displayed.If you want to view the Calendar Day wise click on day tab.If you want to view the Calendar by Weeks click on week tab.If you want to view the Calendar Month wise click on month tab.If you want to view the Calendar Year wise click on year tab.
Organization of Society Events is done here.It allows you send Event Invitation for all the Selected Society members and it also provides facility for inviting non-members also.Choose the Facility in which you would like to book an Event.If that Facility is not present in drop down select other.Enter Facility Name.Enter Address, where that facility is provided.Enter Event Name in text field that would be displayed in calendar.Enter Event type in the text field.Select Start and End Time of reservation.In the Event Attendees Field Check the Member Check Box if you want to invite members of the society, select the members by checking the check boxes.Check the Non Members Check box if you want to invite other than members of society, you will get a table there you can add any numbers of person with phone number and email Id also.You can choose both as well.If you want to send invitation to all selected attendees by mail you need to check the check box “Send Email to Attendees”. If you want an Invitation you need to check the check box “Invitation required”, there are two types of InvitationInvitation by Attachment: If you check this you could upload a PDF file or an Image as invitation it will be sent in Invitation mail.Invitation by Comments: If you check this you can enter the comments in the text field.You can choose both as well.Click on Save If that facility is Auto Authorized you will get the result [Reserved or Denied] as and when you click on save.If that facility is Not Auto Authorized Secretory will approve or deny your request, while approving if it is a Paid Event he will check the Check box “Paid Event”.He will select who will manage this either Individual or Society.If he selects Individual He will enter the amount per person to pay for this Event.In both the Cases Event is booked only in the given date and time no other person has booked the same facility.
Displays all Organized Event List.Click on View Event Details Icon to view Full Details of Organized Event.
Election is a process of decision making by which society members will select a person by vote to fill some vacancy in the society. To schedule an election select Election Setting tab in society preferences. Enter Election title and select Nomination submission from and to date from the popup calendar. Nominations could be submitted by the user/member of that society whose ownership type is Owner or Owner/tenant from Nomination Submission from date. Nominations could be submitted till Nomination submission to date. Check the Approval of nomination option, if approval is required for nomination submitted. Select Election conduct date from the popup calendar, election conduct from and to time, enter minimum quorum % of result. To add roles, enter the Roles and click on [+] icon. To remove role from the list select the role and click on [-] icon. You can add as many roles you want. If you want to generate news for this scheduled election check the check box. Click on Save election details to save the election. If you have checked generate news option then after saving the election details it will take you to Publish news page. If you have unchecked generate news option then it will directly get saved.
Nomination could be submitted between Nomination Submission from and to dates as given while scheduling election. If logged in member holds any property in the society i.e., Member ownership type is either Owner or Owner/Tenant then he/she will be eligible to submit the nomination. Only one nomination could be submitted per role. Name, Address and Contact Number of the user will be displayed by default. If you want to make any changes you need to do in your user details. Enter valid mobile number, choose role for which you are submitting the nomination from the nomination for Role list. Enter the profile details.You need to write about yourself, your achievements and previous experience and so on.Click on Save icon after entering the profile details. Upload Nominee PictureNominee picture should be of dimension 3x3cm (115x115 pixels).Nominee should specify a file to upload either by entering the path of the file (Picture path) directly or by clicking the Browse/Choose File button to open a file system navigation dialog window.Then click on Upload button to upload the file (Picture) Upload Nominee SymbolNominee symbol should be of dimension 3x3cm (115x115 pixels).Nominee should specify a file to upload either by entering the path of the file (Symbol path) directly or by clicking the Browse/Choose File button to open a file system navigation dialog window.Then click on Upload button to upload the file (Symbol) Check the declaration option. Click on Preview Nomination icon and Click on Submit Nomination icon to submit the nomination.Note : For more information click on help icon.
Displays submitted nominations and its status (Approval Pending / Approved / Rejected / Withdrawn). Click View nomination icon to view nomination details. Click Withdrawn nomination icon to withdrawn the nomination. Enter comments for what reason you are withdrawing your nomination. Click on Save (Withdrawn Nomination) icon to withdrawn nomination. Mail will be sent to nominee regarding withdrawal of nomination.
Displays submitted nominations which needs to get approved / reject. Click View nomination icon of which you want to approve or reject nomination.
Select status either Approved or Rejected and enter the comments for Approval or Rejection of nomination. Click on Save (Approve/Reject Nomination) icon. Mail will be sent to nominee regarding approval or rejection of their nomination.Note : For more information click on help icon.
This feature is used to manage employees in the society.To add an employee Select Employee Type from dropdown list if it is not present Click on [+] Icon next to the Employee Type drop down list to add new employee type. If Employee Type you selected is Contractual You need to select Vendor Name, then his details will appear. Select Job Designation for that Employee from dropdown list if it is not present Click on [+] Icon next to the job designation drop down list to add new Job Designation. Enter the Document Submitted by that Employee before joining. Define the Salary for that Employee. Select Work Category of that Employee from dropdown list if it is not present Click on [+] Icon next to the work category drop down list to add new Work Category. Select Qualification obtained by that Employee from dropdown list if it is not present Click on [+] Icon next to the qualification drop down list to add new Qualification. If that Employee has experience then check the Has Experience option, Previous Employee Details Form will appear, Enter the Job Designation of that Employee in Previous Company. Enter Name of the Company. Enter Address, City, Pincode, State, and Country in which that Company is residing. Enter the Phone number of that Company. In Referral Contact details, Enter Referral Name. Enter Referral Phone number. In Employee Photo, Click on Browse to select file and Click on Upload to Upload the Image, Image should be of dimension 3x3cm (115x115 pixels). In Employee Personal Details , Enter First Name, Middle Name (if present) and Last name of the Employee. Enter Address, City, Pincode, State, and Country Where that Employee is residing. Enter the Phone number of that Employee. Enter Employee’s Date of Birth. Select Gender from dropdown list Male/Female. Select his Marital Status from dropdown list Single/Married. Click on save icon to save employee details. Note : For more information click on help icon.
Displays all the employees in the society. Select Employee Type drop list to search employees. Click on View employee details icon to view complete details of an employee. Click on Edit employee details icon to update employee details.
Defines shift based on the employees. To add an employee to the shift enter name of the shift , select Start and End time from the drop down list. Select Employees for the shift you entered by checking check box option. Click on Save Icon to save shift details.Note : For more information click on help icon.
Displays all shifts. Click on Add new shift icon to add new shift details. Click on Edit shift details icon to Edit shift details. Click on View employee details icon to view complete employee details.
Enter the Date you want to Add Attendance. Select Shift Name from drop down list. Allocated Employees Shift details will be displayed. Check the Check box Full time attended if that Employee has attended full time or else select In Time and Out Time from drop down list and then check the Attended Check Box option. Click on Save Icon to save attendance details.
Displays attendance for a period of month. Click on Add attendance icon to add attendance to an employee. Click on Edit attendance details icon to update attendance to an employee.
This feature is used to keep track of all the visitors who visited to the society. It is managed by security and management members. To add visitor details enter Visitor’s Name, Address, Phone Number and Mobile Number. Choose In Time, at what time that person had visited from the date popup calendar. Choose Out time , at what time he left the place from the date popup calendar. If a person who visited to the society is a regular visitor then choose Is He / She A Regular Visitor option. Select whom he has come to visit Member/ Management/Event/others. If you select Member you need to select the Block name and that person name that he has come to visit. If you select Management you need to select the Management person name that he has come to visit. If you select Event you need to select the Event name that he has come to visit. If you select others you need to enter the name of the other person that he has come to visit or purpose of the visit. Enter the Identity Proof he has shown whether it is Voter Id, Driving License, Event Card etc… Enter Purpose of the Visit, why he has visited that person. Enter remarks if any. You can also Upload visitor Photo by Browse/Choose on File. select image[Image should be of dimension 3x3cm(115x115 pixels)] Click on Upload, image will get uploaded. If he has come in Vehicle enter Vehicle details, Select Vehicle type and enter Vehicle Number. Note : For more information click on help icon.
Displays all the visitors who visited to the society. Click on Add visitor log icon to add new visitor. Click on View visitor log icon to view complete details of the visitor. Click on Edit visitor log icon to update visitor details. Click on View regular visitor details icon to view regular visitor details. Click on Generate regular visitor report icon to generate regular visitor report. Click on Generate visitor pass icon to get the visitor pass who is visited.
Society Preferences – Global Settings. General Information. 1. Pagination Max Rows : User is allowed to increase or decrease the limit of list of items displayed. 2. Your Currency as : Dollar or Rupee will be applicable in Ledger, income expense sheet, Payment processing etc. 3. Currency format : User is allowed to select preferable currency format. 4. Allow Minor user: An option for Management to make sure that contribution of minor in using the application features is limited, Such as giving an response to discussion or Having an opinion on one of the poll etc. 5. Archive news older than : In community news archive content can be restricted to last one month, or two month etc. 6. Show Latest News ticker : Option whether to allow latest news ticker just below the menu. Reminder and Notification Settings. 1. Send reminder for due payments and Select days(before) for due payment reminder: An option whether due payment have to be reminded or not, if yes the days has to be selected prior to which notification will be sent. 2. Send notification for delay payment and select days(after) for delay payment notification: An option whether notification has to be sent for delay payments, If yes the no of days has to be selected after which due date notification will be sent.
General Preferences – Accounts Settings. Society Financial Year dates: On installation/ Setting up your environment for accounting facility these dates needs to be provided.
Society Permissions:List of features or components available for giving access permissions for society member, management, secretary, chairman, society admin and management committee.
Society Permissions:Individual feature access permission change screen. Where create, update, read and delete operation can be restricted to users who owns the type of role.
Society logo:Upload logo which will come up in your reports/ notices.Note : For more information click on help icon.
User profile Images:Management has the facility to upload user images of society members.
General Settings:Theme : User preferable the selection like Default- Green, Blue, PinkYour Home Page as : Home screen can be preferred either as Dashboard or Icons.Show my details only to management : An option whether user details have to be shown wherever his details will get popped up such as contact numbers in contact list.
Upload profile image:User preferable photo/image can be uploaded.Note : For more information click on help icon.
Change password : User can change his login password by entering new password with at least 8 characters and giving up an answer to a security question which can be used at the time of retrieving the new password in case user has forgotten his password.Note : For more information click on help icon.
Groups:User can create his own group which can be utilized at the time of making an announcement, Having an discussion with a group.Group name: A group name should be provided.Select group members: User can choose group members from the list available of society members.Note : For more information click on help icon.
User Account features allows management to create user account number so that user/member could be able to view all his/her transactionshappened inside the society.To create user account select Block, Select Member.Enter User account number.Select account status Active - If account number is in active state, then it will be used for user/member transaction which is going to happen inside the society.Inactive - If account number is in inactive state, then it will be not be used in any transactions.Click on Save user account details icon to save the user account.Note: User could have more than one account number. For more information click on help icon.
Display all available user accounts.Select the user name to search user accounts. Click on Edit user account icon to update user account.Click on Add user account to create new user account.
Vendor Account features allow management to create vendor account number so that vendor could be able to view all his/her transactions happened in the society.To create vendor account select vendor name.Enter Vendor account number.Select account status Active - If account number is in active state, then it will be used for vendor transaction which is going to happen inside the society.Inactive - If account number is in inactive state, then it will be not be used in any transactions.Click on Save vendor account details icon to save the vendor account.Note: Vendor could have more than one account number.For more information click on help icon.
Display all available vendor accounts.Select the vendor name to search vendor accounts. Click on Edit vendor account icon to update vendor account.Click on Add vendor account to create new vendor account.
Society Account features allow management to manage various type of account which will be used for transactions which is going to happen inside the society.To create society account enter Society account number.Select Account type Income Account – This account is used for transaction like member/user payments. i.e., for all the incomes.Expense Account – This account is used for vendor payment, Employee salary payment. i.e., for all the expensesLiability Account – Extra amount paid by the user will be in Liability Account. This account is used by society which in turn society is liable to pay some amount to user. Petty Cash Account – This account will be automatically created when society is registered. This account is used for small amount of cash transactions which is going to happen inside the society.Enter account description.Select account status Active - If account number is in active state, then it will be used for transaction which is going to happen inside the society.Inactive - If account number is in inactive state, then it will be not be used in any transactions.Click on Save society account details icon to save the society account.Note : For more information click on help icon.
Display all available society accounts.Select the Account type to search society accounts. Click on Edit society account icon to update society account.Click on View society account icon to view society account details.Click on Add society account to create new society account.
Bank Account features allow management to manage bank account which will be used for transactions which is going to happen inside the society.To create bank account select Account type Internal Account – This account is used for transaction which is going to happen inside the society.Enter Initial Setup Amount – This is the initial amount for internal bank account. Enter the Bank account number, bank name, bank address, city, state, country, pin code.Enter the International Financial Services Centre (IFSC) code of the bank.Enter the National Electronic Funds Transfer (NEFT) code of the bank.Enter the Society for Worldwide Interbank Financial Telecommunication (SWIFT) code of the bank.Click on Save bank account details icon to save the bank account.Note : Currently only one bank account could be created.For more information click on help icon.
Display all available bank accounts.Click on Edit bank account details icon to update bank account.Click on View bank account details icon to view bank account details.Click on Add new bank account to create new bank account.
Displays all transactions happened in the society for the selected from and to dates.To view ledger select Account type either Cash Account or Bank Account.Select From date and to date from the popup calendar.Click on View Ledger icon to view the ledger from the selected from date.
Displays all income and expenses happened in the society for the selected from and to dates.To view Income/Expense/Income & Expense statement select Income/Expense.Select From date and to date from the popup calendar.Click on View Income/Expense icon to view the statement from the selected from date.
This features allow management to generate and manage vouchers.If you want to make any adjustments in Income and Expense Accounts. Check the Internal Adjustment option.Select the category either Society Income to ExpenseSociety Expense to IncomeEnter the amount you want to make adjustments and description.Select the Society Income and Expense Accounts.Click on Save voucher details icon to save the internal adjustment voucher details.Internal Adjustment vouchers will not be shown in the voucher list.Note : For extra information click on help icon.
To create voucher for society receivables: If Member/Vendor is paying some amount to societySelect category as “Society Receivable”Select From either Member/User Name or VendorIf Member/User Name is selected then enter member/user name detailsSelect Block in which that member resides.Select Member/Resident and user account number.Enter amount to be paid to society and voucher description.If Vendor is selected then enter vendor detailsSelect vendor name and vendor account number.Enter amount to be paid to society and voucher description.In Society Details:Select the Payment mode either Cash or Cheque.If selected payment mode is Cheque, then enter valid Cheque number, select Cheque issued date and Cheque issued bank details.Select Society account number.Click on Save voucher details icon to save and generate voucher for the same.Note : For more information click on help icon.
To create voucher for society payables: If Member/Vendor is paying some amount to societySelect category as “Society Payable”Select To either Member/User Name or VendorIf Member/User Name is selected then enter member/user name detailsSelect Block in which that member resides.Select Member/Resident and user account number.Enter amount to be paid to society and voucher description.If Vendor is selected then enter vendor detailsSelect vendor name and vendor account number.Enter amount to be paid to society and voucher description.In Society Details:Select the Payment mode either Cash or Cheque.If selected payment mode is Cheque, then enter valid Cheque number, select Cheque issued date and Cheque issued bank details.Select Society account number.Click on Save voucher details icon to save and generate voucher for the same.Note : For more information click on help icon.
Displays all generated vouchers.Enter the voucher number and click on Search icon to search voucher.Enter the voucher details keyword and click on Search icon to search vouchers.Select voucher to eitherMemberSelect Block and Member/User Name.VendorSelect Vendor Type and Vendor Name.To clear the search items click on Clear Screen icon to clear the voucher No, Voucher details and voucher to.Click on Add new voucher icon to create new voucher.Click on View Voucher to view the voucher details.
This feature allows management to create billing package and charge items.To create a billing package enter package name, details of package and remarks if any.Click on Save package details icon to save the package.Note : For more information click on help icon.
To create charge item enter charge name, choose charge category either Recursive or One time.If you select Recursive as charge category thenSelect frequency whether it is Monthly or Half yearly.If you select One time as charge category thenIf you check the optional then this charge item would be a optional for Member/User to pay otherwise it is mandatory that Member/User has to pay.Enter delay days and select day of month to pay.Click on Save charge item details icon to save the charge item.Note : For more information click on help icon.
Management can maintain package and its itemsSelect Package name to associate package with charge itemsList of package items which are associated with the selected package would be shown else it would be empty showing a message ‘No Package items found’Available charge items list will be shown which are not associated with the selected package.To add available charge item to selected package, check the charge item check boxes first and move it by clicking the “Move selected charge items” icon.The status of the moved charge item will be “Undefined”. You need to define the charge item otherwise it will not be associated with the selected package.To define moved charge item click on “Add details” icon to add package item details.Click on Add new package icon to add new package details.Click on Add new package item icon to add new package item.Click on Add new charge item icon to add new charge item.Click on Add new slab icon to add new slab for the associated package item i.e., new entry.Note : For more information click on help icon.
This page will be displayed when you click on “Add details” icon in Associate Package with Items page.If the charge item category is Recursive then Enter the Charge amount, Delay amount, select Valid from and till dates.If the charge item category is One time thenEnter the Charge amount, Delay amount and select effective date from the popup calendar.Click on Save package item details icon to save the data.Click on Cancel to cancel.
This page will rendered will you click on “Add new slab” icon in Associate Package with Items page.Enter Charge amount, Delay amount, Valid from and Till dates from the popup calendar.Click on Save package item details icon to save the package item details.Click on Back icon to go back to Associate Package with Items page.
Displays pending payments of all member/resident in the society.Select the block, Member/User name, Schedule type (Principle Amount/Delay Amount/Interest Amount) and schedule date to search pending payment on required basis.
Members can choose payment option either Actual / Selected Payment. If you want to do actual payment then click on Actual Payment link.You will do the payment for the delay items first.If you want to do selected payment then click on Selected Payment link.Here you can select the items for which you would like to do payment.
Select Block in which that person is residing for whom you are going to make payment.Select Member/User Name from whom you are going to do payment.When you select member his/her details will be displayed with his/her total amount due.If he/she has any liability amount it will be displayed.Select User account number.Select payment by CashCheque: If you select Cheque then you need to enter the Cheque Details.Enter valid Cheque number, select Cheque issued date from the popup calendar and Cheque issued bank details.In Transaction Details:Enter the amount you want to pay.If you pay the amount greater than his/her total amount due then that extra amount will go to the liability account.Select Society account number and enter the payment details.Click on Next icon to preview the payment details.Note : For more information click on help icon.
If you would like to do payment for selected items.
Click on Payment icon to make payment.Receipt will be generated for the payment made and mail will be sent to concerned person with a copy of receipt and rendered to View All Receipts page.
Display all generated receipts for the payment made so far.Click on View Receipt icon to view the receipt.
Online Payment Configuration:If Society is registered for online payment facility with the vendor (Online Service Provider – CC Avenue), then they will provide you the Merchant Id and working Key values. If you would like to activate online payment processing then you need to add online payment configuration.Enter Merchant Id and Working Key.Click on Save configuration icon to save online payment configuration.
Members can make online payment either by Actual / Selected Payment. If you want to do actual payment then click on Actual Payment link.You will do the payment for the delay items first.If you want to do selected payment then click on Selected Payment link.Here you can select the items for which you would like to do payment.
Select Block in which you are residing. If you are in multiple property all blocks with flat/house number will be displayed select from that for which you want to do payment.When you select block, Member/User Details will be displayed.Select User Account number.In actual paymentEnter the Amount you want to pay.In Selected PaymentChoose the items for which you would like to do paymentClick on Payment icon, it will take you to Online Payment Processing page.Your transaction order details will be displayed.In Billing details:Enter your name, address as it appears on your card statement, city, state, zip code, country, phone number, Email and instructions.In Payment details:Select Payment mode either Debit card, Net Banking (Direct Debit to Bank Account), Credit Card, Mobile Payments (State Bank of India/Paymate).Click on Submit button to do the online payment.
If you would like to do payment for selected items.
This feature is used to keep track of all the block details based on block type.To add block details, Enter block name , alias name Select block type from drop down list. If block type is not present or want to add new block type click on [+] icon next to block type drop down list. Enter Number of units in that block. If block type is Apartment Buildings then enter values for Number of Floors and Number of Flats/Floor. Enter the first occupant date of the block and enter remarks.Note : For more information click on help icon.
Displays all the blocks in the society. Click on Add new block icon to add new block details. Click on View block details icon to view complete block details. Click on Edit block details icon to update block details.
Select Vendor Type,Select preferred mode of acceptance whether cash or Cheque.Select valid till date from pop up calendar. Existence of vendor is based on valid till date.If vendor type is Company then enter Company details: Name, Address, Phone Number and Fax Number.Select The Service category from Drop down list if it is not present click on [+] icon next to the service category drop down list to add new Service Category. Select The Service type from Drop down list if it is not present click on [+] icon next to the service type drop down list to add new Service Type Click on Next Icon. Note : For more information click on help icon.
Select Vendor Type,Select preferred mode of acceptance whether cash or Cheque.Select valid till date from pop up calendar. Existence of vendor is based on valid till date.Select The Service category from Drop down list if it is not present click on [+] icon next to the service category drop down list to add new Service Category. Select The Service type from Drop down list if it is not present click on [+] icon next to the service type drop down list to add new Service Type Click on Next Icon. Note : For more information click on help icon.
Select Vendor Type,Select preferred mode of acceptance whether cash or Cheque.Select valid till date from pop up calendar. Existence of vendor is based on valid till date.Select The Service category from Drop down list if it is not present click on [+] icon next to the service category drop down list to add new Service Category. Select The Service type from Drop down list if it is not present click on [+] icon next to the service type drop down list to add new Service Type Click on Next Icon. Note : For more information click on help icon.
If vendor type is Company Primary Contact Details and Secondary Contact Details needs to be entered under Add Vendor Personal Details. In Add Vendor Personal details, Under Primary Contact Details Form, Enter Valid Email-ID. Enter First name, Middle Name [if present] and Last Name. Enter Address, City, State, Country and Pin code. Enter Phone Number, Mobile Number and Fax number. Under Secondary Contact Details Form, Enter Valid Email-ID. Enter First name and Last Name. Enter Phone Number and Mobile Number. Click on Save Icon to save vendor details. Note : For more information click on help icon.
If vendor type is Contractor or Individual following Personal Details needs to be entered. Enter Valid Email-ID. Enter First name, Middle Name [if present] and Last Name. Enter Address, City, State, Country and Pin code. Enter Phone Number, Mobile Number and Fax number. Click on Save Icon to save vendor details. Note : For more information click on help icon.
Displays all the vendors in the society. Click on Add new vendor icon to add new vendor details. Click on View vendor details icon to view complete vendor details. Click on Edit vendor details icon to update vendor details.
