Welcome to the 1st Jul 2023 – 31st Jul 2023 (Sauptika) release of SquareNow. We called the past sprint as Sauptika. There are many updates in this version that we hope you'll like, some of the key highlights include 

 

Enhancement:

Mobile app recheck screen: 

In Mobile App added a screen for recheck

 

NOC Documents Added In Mobile App:

 

   We have added the NOC document uploading option in Mobile App.

 

 

 

Voucher:

Removed Reporting Time in Voucher.

Advance Search Option:

Advance search - filter option All branch All Center All Group & From - To Date

 

CRIF Score added in member page export file.
 

Restriction added for Grocery second cycle loan 

 Added loan approved date in loan disbursement report.

 

Bulk Upload option for Digital Repayment.

Added Member Created From Date and To Date in Advance Member Search 


 Member Recheck Notes added:
 

 

Added Columns in the Auditing Tool Report.

 

 

Total Demand Count and Collected Count is shown in Mobile App:

 

Total Household monthly Income condition enabled

Equifax restriction added.

All transaction  pages - single narration added while creating multiple transaction in same voucher 

Groupwise and Accountwise option given in Receipt and Payment:

Added the popup for "Transaction is there under this account, so can't delete" while removing the account 

In account dropdown - Showing mapped accounts only  under account mapping page based on particular branch 

In loan index proposal - center wise loan -Added branch drop down, to filter branch wise approval

 

We have included Loan Disbursement Date in Repayment Report.

 

 

 

 

Bugs:

The following bugs have been checked identified the root cause and resolved.

  • Urgent : Loading Issues, unable to save the Member details.
  • Issues in EMI's Schedule, First Emi amount Wrongly Calculating
  • Reports download issue
  • Outstanding report - closing balance mismatch 
  • Additional Voucher Number Same for disbursement
  • Seyyon issue on post audit tool
  • Loan Disbursement start date issue
  • Gold Loan disbursement Restriction
  • Audit tool report
  • Member count mismatch while place customer file
  • Transaction entered in karnal branch but not reflected
  • EOD page - Savings adjustment issue
  • Unable to edit branch of cash voucher
  • Demand collection report 
  • Page Hanging 
  • Approved Indication is slow- Loan index creation
  • Co-applicant Highmark Cannot be viewed
  • Co-applicant Highmark Cannot be viewed
  • End date members not showing in Member Details Report.
  • EOD page - total amount mismatch
  • Repayment report issue
  • Center wise loan Member not show 
  • Wrong Demand Date- HIGH PRIORITY
  • Grocery loan - Thrift added 
  • OS balance and Due interest shows wrong - HIGH PRIORITY 
  • Marital Status Issue- HIGH PRIORITY
  • Repayment report & EOD issue -(show Advance amount)
  • Gold loan Thrift amount added
  • Demand collection issue 
  • Future demand report not working
  • loan cycle add for this member
  • Unable to download Future Demand Report for Avadi branch 
  • Unable to download Trial balance.
  • Request to delete loan entry - High Priority 
  • LOANDISBURSEMENT REPORT DOWNLOAD ISSUE
  • Need to close Account - Remove thrift
  • ADV Amount not showed
  • ERROR IN EOD REPORT 
  • Staff Performance report Total loan disbursement mismatch
  • Verification fee showed wrong in EOD page
  • Loan Index correction - Need help
  • Can't change the date of a center 
  • Transfer the customers to Head office
  • LoanIndex Transfer
  • REQUESTING YOU TO CHANGE LOAN EMI DATE OF MEMBER
  • member collection page - loan account showing different type
  • EOD Difference - HIGH PRIORITY
  • Unable to download the Reports 
  • File Upload Issue
  • Loan Index correction - Need help 
  • In my demand collection advance amount is showing wrong in advance clome
  • Same member id -issue
  • Issues in Loan Disbursement date
  • Entry is not reflecting in TB and daybook - HIGH PRIORITY
  • Entry is Missing in CBS- HIGH PRIORITY 
  • Loan disbursement
  • Unable to edit branch of cash voucher 
  • Demand collection Report - Issue
  • center transfer member -report issue-Overdue and Arrear followup (4)
  • Attached member not showing in mobile app
  • ERROR IN EOD REPORT 
  • URN Number Not Available in Disbursement report
  • CHANGE LOAN DISBURSEMENT DATE 
  • Demand Collection Report
  • ADVANCE COLLECTION AMOUNT NOT SHOWING IN MEMBER'S WALLET 
  • LoanIndex Transfer 
  • Wallet entries missing in EOD page - HIGH PRIORITY 
  • Advance collection Amount missing 
  • EOD page - Difference & journal book issue
  • Reg: Could not do the House verification in Mobile app
  • Member are not approved. 
  • Demand, OS balance and Interest not showing - HIGH PRIORITY 
  • Need to change ledger (Audit finalize purpose)
  • Not able to disburse the loan
  • EOD Difference amount showed issue 
  • Demand collection PDF format
  • collected principle amount not showing on allocate eod 
  • 23-06-2023 Allocate for EOD not able to submit
  • Assign User Rights Doubt
  • Not able to disburse the loan 
  • Due amount issue - HIGH PRIORITY
  • File upload issue
  • Repayment report issue
  • We need the option of nominee's CIBIL check.
  • WALLET USED AND JOURNAL ENTRY NOT MATCH
  • Cash Opening Balance 1023 Branch 
  • Reg: Petty cash Opening - Closing mismatch
  • Outstanding member count mismatch -June
  • Member is not detected in Individual loan index
  • EOD Issue - Mannargudi July 7th | HIGH PRIORITY
  • Not able to disburse the loan
  • Member loan delete
  • Two ledger of customers in single member collection
  • LOAN DISBURSEMENT SHOWING WRONGLY
  • Business in Member Details report
  • Difference occur in loan card and member collection 
  • File Upload Issue
  • EOD page -Collection Not approve
  • Due Date Shaving Wrong In Jagadari Branch 
  • Manachanallur - need to be revert collection
  • OS balance and Due interest shows wrong - HIGH PRIORITY
  • tkp -loan index change to centre new id
  • File Upload Issue
  • We want that when we verify Aadhaar, then we should also have gender and state in it.
  • loan disbursement report - Issue | HIGH PRIORITY
  • Need to delete a loan - HIGH PRIORITY 
  • Wrong disbursement
  • unable to done EOD
  • balance sheet mismatch of ICICI account
  • LOANCYCLE SHOWING WRONGLY
  • EOD Issue VERIFICATION AND INSURANCE FEE
  • EOD page issue 
  • Member collection page issue
  • EOD SUBMIT ERROR
  • Center name is not listed in main page at its appropriate date
  • Loan disbursement in EOD page is wrong
  • same member id 
  • Level Code is not enabled
  • not display loan date and loan amount
  • EOD Issue - Kattappana Branch HIGH PRIORITY
  • Difference in Loan Disbursement and Day book
  • Disbursement Voucher updation
  • can't find the ledger to do entries 
  • DCR - Processing fees and insurance amount mismatch
  • Delete loan disbursement
  • LOAN DISBURSEMENT DATE NEED TO CHANGE
  • Reg: Petty cash Opening - Closing mismatch 
  • EOD ISSUE 
  • Ledger not showing in TB
  • Equifax check -Mobile & E-Port check difference
  • same case ID of 2 clients on software
  • Reg : Narration not showing in cash transactions
  • EOD Issue - Pudukottai Branch HIGH PRIORITY
  • EOD COLLECTION & REPAYMENT COLLECTION DIFF
  • IN A LOAN DISBURSEMENT ACCOUNT IS NOT REFLECTED 
  • Ledger need to change in entries (Audit Purpose 22-23)
  • CASH TRANSACTION AND BANK TRANSACTION
  • Unique ID repeated
  • Highmark failed member
  • Narration is missing
  • Daybook - Issue | High Priority
  • Member Update Issue
  • Center Transfer member created date issue 
  • WALLET USED AND JOURNAL ENTRY NOT MATCH
  • Enabling conditions in Loan index
  • WRONG START DATE SHOWING IN DEMAND SHEET
  • In Mem Jagadhri's center number 568 all clients have 2 due dates in May-23 
  • Issues in Day book and JV 
  • Loan Status change
  • Start date issue 
  • EOD issue
  • Removing free text option in ‘Rejection reason
  • EOD issue - Malappuram branch | HIGH PRIORITY
  • URN not in correct format
  • FDO Centre Change Issue While exchange the centre - dindigul Branch 
  • EOD page verification fees not added
  • Bank BI Issues 
  • Member -OS amount not show
  • City Code Updation - Kumbakonam & Neelamangalam
  • Reg: Petty cash Opening - Closing mismatch
  • Arrear collection not showing app for ro ID
  • EOD issue 
  • Reg: Cash Account Head not viewing 
  • Audit Proposal - Not saving | HIGH PRIORITY
  • Reg: EOD Page problem
  • Level 1 Branch Operation Manager (staff- Pragathishwari) 
  • The Disbursed client is not showing in Loan Disbursement Report 
  • Bank Issue in bank details 
  • Reg: Day book report not working 
  • Reg: Group option not working
  • Opening not coming while doing EOD
  • Reg: Branch not showing in Collection approve
  • Journal Voucher Bug
  • Loan Dist. Bug
  • Head Office - No Cash but shows cash in Cash Transaction
  • COLLECTION APPROVAL DONE- ALLOCATE EOD DONE NOT SHOWING
  • Wrong disbursement 
  • Change Loan Product
  • Eod submit error
  • Reg: Petty cash Opening - Closing mismatch
  • COLLECTION ENTRY AND JOURNAL ENTRY AMOUNT NOT MATCH 
  • UNABLE TO EDIT VOUCHER 
  • Post Audit took menu
  • Can't able to download Highmark data - High Priority
  • Repayment report wrong information
  • HIGHMARK FAIL 
  • Member Name not shown in the member collection
  • Loan Disbursement entry deletion
  • EOD Page issue