RDFD Software Admin Module, Billing Software, Accounting Software, Non-Banking
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RD FD <strong>Software</strong><br />
Consists of 3 main modules as;<br />
1)<strong>Admin</strong> <strong>Module</strong><br />
2)Branch <strong>Module</strong><br />
3)Agent <strong>Module</strong>
<strong>Admin</strong> <strong>Module</strong><br />
1.MANAGE ADMIN MENU:<br />
Lock Settings:-Enables to Lock the Branch <strong>Module</strong>s.<br />
Change Password:-Using this we can change the admin<br />
password.<br />
Financial Year:-Used to add the Financial year.<br />
Deductions:-Add the TDS, Service and Other Charges.<br />
Payment Period:-Create the payout period for particular<br />
duration.
2.MANAGE MASTER:<br />
Manage News:- Create and Update the News which<br />
scrolls at the Home Page.<br />
Manage Plan Amount:- Adding of different plans along<br />
with the Plan amounts and<br />
Commission for different plans.<br />
Manage Designation:- Consists of different designations<br />
along with the Targets.<br />
CMS:- Content Management System, used as a user friendly menu,<br />
which provides an option to manage and add the contents<br />
that has to be displayed at the home page.
3.MANAGE BRANCH:<br />
The main functionality of the Plan starts with the<br />
Creation of the Branch and Users.<br />
Create Branch:- Will create the Branch<br />
name along with the unique<br />
code for each Branch.<br />
Create Branch User:- For the each created<br />
Branch, one must create the<br />
Branch User, using which<br />
will be able to Login to the<br />
Branch as Branch User.
4.MANAGE PAYMENT:<br />
Create Payment:-The Payment Period which<br />
is created is viewed at this<br />
menu.<br />
Promote Agent:- Provides for the Promotion<br />
of the Agent.<br />
Change Up-line Agent:- Using this menu, we<br />
can change the Agent’s<br />
introducer code.
The below snap shot shows the Payout.
5.GENERAL:<br />
View Customer:- as this is admin module, we will<br />
be able to view/edit Customers<br />
irrespective of Branch's.<br />
View Agent:-we will be able to View/Edit the<br />
Agents irrespective of Branch’s.<br />
Collection Report:-Shows all sorts of collections<br />
which is received at the Branch.<br />
TDS Deduction Report:- shows the Report which consists<br />
of the TDS Deducted at each<br />
Payment period created.
Late Fees Report:-shows the Total Amount<br />
of Late Fees collected for<br />
the particular period.<br />
Commission Pay Report:-shows the Amount<br />
of Commission<br />
paid to the Agents<br />
in Branch wise.<br />
Approve/Reject:-shows the report of cleared and<br />
unclear cheque’s.<br />
Renewal Delete:- provides an option in order to Delete the<br />
renewals done
6.MANAGE MATURITY PAYMENTS:<br />
Create Maturity:-we will be able to Pay the<br />
maturity to the customers<br />
who have already<br />
completed the policy period.<br />
View Maturity Paid Members:-this report shows the list of<br />
Customers for whom the maturity is paid.<br />
View Maturity Unpaid Members:-this report shows the list<br />
of Customers for whom the maturity is not yet paid<br />
though the policy period is completed.<br />
Delete Customer:-enables to Delete the Customer.
7.TOOLS :mainly consists report related to Agent<br />
Agent Tree:-shows the particular Agents<br />
Down line team and their designations.<br />
Agent Business Report:-this report shows the Total<br />
Business done by a particular Agent during a certain<br />
period of time.<br />
Total Branch Collection. Report:-shows the report<br />
according to Branch wise, consisting of Fresh,<br />
Renewals, Agent & Customer Fees, Late Fees.<br />
Self Business:-this menu shows only the Total Self<br />
Business done by one particular Agent.