RD FD Software

Consists of 3 main modules as;1)Admin Module2)Branch Module3)Agent Module

Admin Module

1.MANAGE ADMIN MENU:

Lock Settings:-Enables to Lock the Branch Modules.

Change Password:-Using this we can change the admin

password.

Financial Year:-Used to add the Financial year.

Deductions:-Add the TDS, Service and Other Charges.

Payment Period:-Create the payout period for particular

duration.

2.MANAGE MASTER: Manage News:- Create and Update the News which scrolls at the Home Page.

Manage Plan Amount:- Adding of different plans along with the Plan amounts and Commission for different plans.

Manage Designation:- Consists of different designations along with the Targets.

CMS:- Content Management System, used as a user friendly menu, which provides an option to manage and add the contents that has to be displayed at the home page.

3.MANAGE BRANCH: The main functionality of the Plan starts with the

Creation of the Branch and Users.

Create Branch:- Will create the Branch name along with the unique code for each Branch.

Create Branch User:- For the each created Branch, one must create the Branch User, using which will be able to Login to the Branch as Branch User.

4.MANAGE PAYMENT:

Create Payment:-The Payment Period which

is created is viewed at this

menu.

Promote Agent:- Provides for the Promotion

of the Agent.

Change Up-line Agent:- Using this menu, we

can change the Agent’s

introducer code.

The below snap shot shows the Payout.

5.GENERAL:View Customer:- as this is admin module, we will be able to view/edit Customers irrespective of Branch's.

View Agent:-we will be able to View/Edit the Agents irrespective of Branch’s.

Collection Report:-Shows all sorts of collections which is received at the Branch.

TDS Deduction Report:- shows the Report which consists of the TDS Deducted at each Payment period created.

Late Fees Report:- shows the Report which has the Late Fees

coll

Late Fees Report:-shows the Total Amount of Late Fees collected for the particular period.

Commission Pay Report:-shows the Amount of Commission paid to the Agents in Branch wise.

Approve/Reject:-shows the report of cleared and unclear cheque’s.

Renewal Delete:- provides an option in order to Delete the renewals done

6.MANAGE MATURITY PAYMENTS:Create Maturity:-we will be able to Pay the maturity to the customers who have already completed the policy period.

View Maturity Paid Members:-this report shows the list of Customers for whom the maturity is paid.

View Maturity Unpaid Members:-this report shows the list of Customers for whom the maturity is not yet paid

though the policy period is completed.

Delete Customer:-enables to Delete the Customer.

7.TOOLS :mainly consists report related to Agent

Agent Tree:-shows the particular Agents Down line team and their designations.

Agent Business Report:-this report shows the Total Business done by a particular Agent during a certain period of time.

Total Branch Collection. Report:-shows the report according to Branch wise, consisting of Fresh, Renewals, Agent & Customer Fees, Late Fees.

Self Business:-this menu shows only the Total Self Business done by one particular Agent.