Save, Invest, Investors,Loans

Works in any organization where there is saving, investing and borrowing, for example, a bank. Interestingly, the system incorporates all aspects around the organization running from administration to financial management.

Feel Free to contact us today for a 30 days trial version of this software, which will be delivered right to your email inbox and you will be guided on installation. you can do this by clicking on the order now button or visit our contacts us.

Essential Finance Description

Advanced Settings

Besides the basic settings, we also have other settings where you can register a company's plant, assets, cash brought forward, supplier accounts, bank accounts, LC1s, money transfer, company's details, configure printers, choose threads option, reset database connection, choose theme color, choose theme style, activate license, dispose asset and check accounts' balance.

Human Resource

Human resource menu with staff registeration, attendance, payment, events registeration, cashier safe transaction form and logins record features. 

Outflows

Outflows menu with features of registering expenses, buying equipment, issuing dividends & checking supplier balances.

Savings

Savings menu with features of creating savings account, making deposit, withdraw, approving of both deposit and withdrawal.

Loan application form

Loan application form with features of adding collateral, paying application fees, processing approval, 1st and Final approvals.

Loan

Loan menu with features of loan appliacation, paying application fees, insurance fees, adding collateral, processing expenses, loan issue, loan schedule, savings to loans, adding fines and also trial schedule.

External Borrowing

External borrowing with loan application window. Available features include fines, schedule, manual schedule, external loan repayment and early settlement.

Investors

Investor menu with investor account creation window. Available features include deposit, withdraw, freeze account, credit approval, debt 1st approval, debt 2nd approval, issue approval and trial schedule.

Welcoming Screen

Welcome screen showing the main menu, records menu and features like member registeration, loan application, savings deposit, loan recovery, investor account creation, loan writeoff, normal settlement, early loan settlement, loan reschedule and loan top up.

Reports menu features reports concerning accounts, savings, loans, external borrowing, investors, inflows, outflows, human resource, transactions, financial summaries and periodic reports.

Settings

Settings menu and user registeration window. The following settings features are available: user type, new user, user access, user pin, approvals, loan appliaction fees, loan insurance percentage, loan type, interest calculation, auto loan fines, auto savings to loans, loan application fees options, expense type, compulsory fees, SMS settings, short codes, investor account types & freeze savings.

System Major Functionality

  • Client/Member Account Creation & Management
  • Savings Management
  • Loans Management (Normal Settlement/ Early Settlements/ Top Ups/ Loan Reschedule, etc.)
  • Investor Account Creation, Deposits & Accumulation management
  • Investment & Returns Management
  • Investments & Returns Management
  • All other Cash Inflow Management
  • All Expenses and Outflow Management
  • Easy Records Access & Financial Summaries Generation
  • Accurate Report Generation & Receipting
  • Automated SMS for transactions & Loan Repayment reminders
  • Automated Loan Fines & Charges like monthly Charges, Interest Rates, Withdraw Charges, etc..
  • Data Synchronisation with Remote Web Access and Access for Clients to view their Account performance
  • Automated Departmental periodic Report Summaries
  • Secure login
  • Controlled user Access to Records through Access Rights
  • Settings to customize the system according to the business policy & processes
  • Human Resource module that handles staff registration, attendance & payment

0 Comment(s)

Related Projects

Essential Café

[Easily manage your Restaurant, Bar, Lounge]

Essential Finance

[Save, Invest, Investors,Loans]

Essential Hospital

[Smart Patient Records and Cash flow Management]

Essential POS

[Buy & sell more at ease]

Essential Property

[Property Management, Land Survey, Valuation Survey, Real estate]