Micro Finance Management Solutions on Tally Prime PowerPoint PPT Presentation

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Title: Micro Finance Management Solutions on Tally Prime


1
FinServe Micro Finance Management Solutions on
Tally.ERP9/Prime

2
FinServe helps to manage your business
  • Membership Enrollment
  • Collateral Details
  • Product Details
  • Guarantor Details
  • Loan Management - Loan Application -
    Loan Approval - Loan Disbursement -
    Loan EMI Receipt - Loan Pre Closure -
    Top Up

3
Benefits of FinServe
  • Quick and comprehensive assessment of borrowers
    enabling faster recruitment of members.
  • MIS reports that alert of suspicious commitments
    and defaults improving commitment arrangement.
  • Reduced process duration for loan recovery, in
    this way reducing recovery costs.
  • Helps quicker assistance conveyance picking up
    client reliability.
  • Automated sections diminish staff time in
    information passage and furthermore improve
    accuracy.

4
Features of FinServe
  • Comprehensive accounting in Tally.ERP9/ Prime.
  • Maintain a loan along with a vehicle details.
  • Maintain a detailed information of customers.
  • Automated EMI calculator to know about interest
    and EMI amount.
  • Loan disbursement and generate repayment
    schedule.
  • Additional loan facility as a top up loan is
    available.
  • Pre- Closure option is available.
  • Various MIS Reports are available like Collection
    Due Report, Ledger Card, Amount Collected Report
    and many more.

5
Activate A Loan Feature
6
Customer Enrollment Form
7
Create The Multiple Loan Products
8
Member Register
9
Loan Application Form
10
Loan Disbursement
11
Loan Repayment Table
12
Loan EMI Receipt
13
Ledger Card
14
Collection Due Report
15
Collected Summary
16
Loan Summary Report
17
Accounts
  • Income Expenditure Statement
  • Balance Sheet
  • Cash Flow Statement
  • Trail Balance
  • Branch Accounting
  • Accounts Books
  • Statement of Accounts
  • Outstandings

18
Next Step
  • The above slides would have given you a complete
    view that how FinServe works and you can maintain
    your lending activities.
  • Please feel free to contact us for a demo and to
    discuss your specific requirements.
  • Cogzen Solutions
    Thank You
  • URL http//cogzensolutions.com
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