I need an app that can be used by cooperative bank agents to receive contributions from members/customers and print out the receipt for the customers using a POS.
There should also an admin dashboard where the admin in the office can monitor monies received and by which agent.
SCOPE OF WORK
Collection Agent App-
It is for the collection agent, through that agent can collect the amount deposited or saved by the customer on daily/weekly basis.
My Account: It is displaying all introduced account, through that option he can receive collection after just click on that row. Agent can check all the plan details. Plan like Recurring Deposit,General Investment Deposit(GID),Daily Deposits(DD) and Saving Deposits. Agent can renew all type of account. He can see the introduced A/C detail separately.
Quick Collection: Through that agent can quick search to any account and will get the payment of that account which is related to Loan, Direct Deposit, Saving etc.
He can search A/C No. and renew all type of account & he can receive the loan EMI also.
My Collection: Agent can see the collection detail history date wise.
Printer Configuration: Agent can pair Bluetooth thermal printer with that and generate the receipt for all receiving payment.
Feedback: Agent can send feedback to Admin.
Admin Dashboard Web Interface -
Basically, this is for management. Management can see the all reports of branches like collection ( renewals / fresh amounts), pending application of loan & overall progress of branch.
Collection Report: This report can display the current data of all branches which is related to the collections.
Loan Application: Management can sanction the loan for the corresponding branch.
Agent Collection: See the agent collection on a daily basis.
FD, RD, MIS, Daily Deposit & Saving
Member / Share Management;
Member Creation, Share Deposit, Share Withdrawal & Dividend
Balance Sheet, General Ledger, Cash book, Day book, Trial Balance, P&L Statement, Voucher Creation
Create Loan, Loan Sanction, Loan Disbursement & Loan EMI, Loan Closing, Pre Closing Loan
Agent / Advisor Management:
Agent Registration, Set the Agent Rank, Set the Commission, Agent Commission, Agent Promotion, Agent Collection & Assign Accounts
Issue Passbook, Share Certificate, Scheme Certificate, Receipt, Disbursement / EMI Receipt & Account Statement.
Business Report (Fresh / Renewal), Loan Detail, Loan Overdue, Loan Past due, Agent Collection Summary, Member Detail & NPA Report
Create Operator, Role Assignment, Entry Approval System
Agent Login on Website:
Monthly Commission, Downline Structure, Print Statement
Member Registration, Paid Commission, Paid EMI, Pending EMI, Paid Renewals, Pending Renewals
Set the Holiday, Monitor the In / Out time, Employee Login
Export data to Device, Import data from Device, Collection summary on day basis, Cancel / Approve entry in Admin / Branch.
Thermal Bluetooth Printer enabled:
Print from Mobile app, easy pairing, Generate Receipt & Generate total Collection Receipt
SMS System (Two Way): A/C Balance, Agent / Advisor Commission, Loan EMI Date & Renewal date
91 freelancers are bidding on average $1534 for this job
Hello I am mobile expert and have experienced a lot. This project is very interesting for me and perfect fit with my skills. I would like to discuss more details with you. Hope to meet you soon. Best Regards