Welcome to the 1st Sep 2023 – 30th Sep 2023 (Shanthi) release of SquareNow. We called the past sprint as Shanthi. There are many updates in this version that we hope you'll like, some of the key highlights include 

 

Enhancement:

Experian Data: 

Added Experian Data to Export

 

 

 

 

Added an Option to verify duplicate Account Number:

 

   We have added an option to verify duplicate account number, incase if a account number already exists it will show a pop up. You cannot create an account with the same account number if the Switch is ON.

 

 

Removed the Access to individuals to modify their Profile :

Remove the access from the individuals to modify their profile to avoid data changing without the Admin or CEO permission.

 

 

 

Mode of Collection:

Added an option called mode of collection in Repayment report

 

 

Added Sub and Adv column to Overdue report:

 

Only Alphabets should be allowed in Name

Request to Hide CB Report in Mobile show only Summary

PassBookPreviewPDF and BankStatementPDF.

 

 Temp member id has been added on overdue report.

Additional Fields required by Monexo added.

Temp mem id in last emi details added:

 

IDBI Group Formation correction Done:

 

Added Account number and IFSC code in Repayment Report  :
 

 

Sanction Letter added:

 

Changes Done in Loan Agreement:

 

 

Added individual sanction letter, promissory note and loan agreement for every loan member in loan proposal page:

 

 

 

 

 

Bugs:

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

  • Branch profile report changes
  • Enabling conditions in Loan index
  • Difference in total amount of processing fee for the month of Mar-2023
  • Level 6 - Multiple branch access issues
  • Dashboard Issue
  • Rejection option after CRIF check 
  • Dashboard OS Value Mis Match
  • Arrear collection in web 
  • The format of the date of disbursement of the clients is not correct in the Daman collection sheet, please correct it 
  • OS value Mismatch
  • Dashboard values mismatch
  • Address Field - Issue
  • Critical Error: EOD Page
  • Double cash receipt of same customer reflecting in EOD
  • MEMBER APPLICATION 
  • Rejection Reasons to be added 
  • Search Icon is not showing - Priority
  • Restricition need to enable 
  • Collection Approve issue 
  • REG: Unable to Approve member 
  • Kattapana Branch Issue EOD - Priority 
  • Due date of 2 centers in Jagadhri is not showing in 28th August 
  • PLEASE CHANGE IN NOMINEE' S ADHAR CARD NUMBER
  • Future Demand Report Issue 
  • Wallet amount not reflected on voucher 
  • Reg: Ledger report wrongly showing 
  • EOD APPROVED PROBLEM
  • Outstanding Value mismatch - August month 
  • Thirumayam branch and Thuvarankurichy branch portfolio not tally
  • Loan amount not reflecting in the day book 
  • Daybook Issue - Priority 
  • Daily Demand Collection Not Showing in the Mobile App
  • Backdated entry - not refelcting in TB | HIGH PRIORITY
  • Member detail Report issue 
  • Member detail Report issue 
  • WALLET AMOUNT NOT SHOWING 
  • Petty Cash Error - Karuveppilankurichi
  • Collection amount mismatch - HIGH PRIORITY
  • Collection Not Showing in the Date of 04.09.2023
  • WANT TO CHANGE SOME ERRORS IN KYC
  • Account number updation issue 
  • File upload issue 
  • wallet amount double entry generated 
  • ADD FATHERS NAME ON GROUP HMM export sheet
  • Customer File Rejection due to Sol ID
  • Customer file rejection - SOL ID 
  • COLLECTION AMOUNT showing twice in member's Loan card pdf 
  • Reg: Insurance Premium Amount Change
  • Opening balance - carry forward | HIGH PRIORITY
  • Death client - closing issue
  • LOAN EXISTS
  • Member loan delete
  • Id create issue (Branch manager)
  • CHANGE TO YET APPROVE
  • PDF IS FULLY BLANK IN THE MEMBER PAGE
  • Reg: Insurance Report 
  • Reg: Insurance Premium Amount Change
  • Want to revert a plreclosed member
  • Aadhar Verify Issue 
  • Loan form issue 
  • Centre Loan page issues
  • Unable to move disbursement.
  • Loan Card & Outstanding not reflecting - Ayothiyapattinam 
  • Issue in Repayment report 
  • Narration need to edit 
  • UNABLE TO VIEW MEMBER LOAN DETAIL
  • Aadhar number need to change
  • Allocate EOD - Issue -HIGH PRIORITY 
  • BRANCH COLLECTION TOTAL IS WRONGLY SHOWING ON EXCEL
  • Due date issue
  • CORRECT EMI DATE OF AN MEMBER 
  • Center Transfer Dues Missing 
  • Disbursement Date Issue
  • Centre Transfer Collection Issue 
  • LOAN REPAYMENT EMI AMOUNT WRONG POSTING IN SOFTWEAR
  • LOAN DISBUSTMENT DATE POST WRONG BY THE SOFTWEAR 
  • Reg: Could not post collection
  • OTP is not being sent
  • Product Change - Avadi
  • Issues in Loan Disbursement date
  • Disbursement Date Issue - Kurinjipadi 
  • Tenure Change - High Priority 
  • Re: Ugro Loan Disbursement Entry
  • Loan index member Id - Unique identifier | High Priority #5238
  • Daybook Difference - Priority 
  • Demand collection page issue
  • Bank A/C NO. Already Exit
  • Unable to remove the group from the Staff Access
  • Loan Application and Loan Card Tamil Spouse Name showing Wrong
  • Member Account & Savings Follow-up Report 
  • Cibi Report not download 
  • Close Loan Scenario
  • Collection issue 
  • CENTER NAME CHANGE
  • Mobile APP Collection not showing 
  • Need to edit some Back date Entries
  • Verification fee showed wrong in EOD page
  • Disbursed date error - Priority
  • EOD Page Issue - Nagapattinam Sep 11th | HIG H PRIORITY
  • Wallet Advance - Issue - HIGH PRIORITY
  • Wrong disbursement 
  • Pre closure Amount Difference in Udumalpet 
  • Issues in Moving Disbursement to Monexo 
  • Collection Entry not show on Repayment & EOD 
  • Reg: Member ID duplication While doing Enrolment
  • loan disbursed
  • Wrongly SGST amount is disbursed in Cash instead of bank
  • Need to close a center but cant close it 
  • Loan Index Proposal page - EDIT 
  • Pre close loan Issue - HIGH PRIORITY
  • Auditing tool - Issue 
  • transfer the customer 
  • Thirukatupalli - Loan index to change other 
  • Loan amount updation
  • Disbursement date updation
  • Gold Loan - Collection Issue 
  • Same id for two customers and Loan index 942 missing in Loan disbursement report 
  • change to active loan 
  • Demand Date rectification - HIGH PRIORITY 
  • Disbursement Date Change - Ayothiyapattinam
  • SquareNow issue
  • EOD Issue - Mannargudi | HIGH PRIORITY
  • Reg: Collection Receipt Not showing in EOD Page 
  • OTP is not being sent
  • EOD Issue - Pudukottai Branch HIGH PRIORITY 
  • 25K LOAN DISBURSED -EMI WRONG SHOWING
  • Unable to Approve the Loan Index Proposal in batlagundu Branch 
  • Amount Difference in Daybook 
  • Wallet advance amount need to add - HIGH PRIORITY
  • loan disbursed
  • Member details report was empty 
  • SAVINGS FOLLOW UP REPORT CORRECTION 
  • LOAN INDEX PAGE CORRECTION
  • ALIGNMENT CORRECTION IN LOAN APPLICATION
  • EOD page issue 
  • AUGUST 1 & 2ND -COLLECTION APPROVE DONE - THANJAVUR BRANCH PERSONAL 
  • Reg: Loan Index not showing in Loan Disbursement page 
  • Two transactions delete 
  • Collection approve page issue 
  • Daybook Difference
  • No loan customer mapping
  • FOR ADD THRIFT COLLECTION
  • Reg: Auditing tool completed but could not approve the loan index 
  • Kurinjipadi - JLG Change
  • Difference EOD Page 
  • EOD Issue - Hardoi | HIGH PRIORITY
  • EOD Issue - Pudukottai Branch HIGH PRIORITY
  • Reg: Petty cash Opening - Closing mismatch
  • Demand collection report
  • demand collection report - death member issue 
  • Member show double time
  • Auditing Tool Notification Adjustments while creating auditing tools 
  • The Search Icon is not working in Masters>>>>> members
  • Reg: Vouchers not showing in EOD Page 
  • Vouchers reflecting wrongly in EOD page
  • Amount collection enter but not showing in any wear
  • Grocery loan - Thrift amount added 
  • Disbursed loan not shown in eod page
  • Not able to do EOD
  • Auditing Tool Issue
  • Remove loan index 982 in 12-09-23 EOD 
  • Repayment - Amount Mismatch in EMI
  • Reg:All the Instalments coming triple 
  • Monthly -thanjavur branch personal - branch code-16
  • Ladwa's center number-218 was showing demand date of 2nd September which should not have happened.
  • wallet issue - HIGH priority
  • Loan index but -but not showing
  • Nominee Name Wrong Updated
  • Member loan delete 
  • Loan Index Issue - Need help 
  • Repayment report issue
  • Meeting time changed 
  • Demand amount showed wrong -interest excess added
  • Auto generated entry posted in wrong ledger
  • ENTRY WRONG UPDATED
  • Death client Issue - High Priority
  • COMING PROBLEM IN PRECLOSE LOAN OF THE MEMBER 
  • Not able to close the loan 
  • EOD Page Issue - Pudukotai Sep 29th - HIGH PRIORITY
  • Death client - Interest issue High Priority
  • 16-THANJAVUR BRANCH PERSONAL BRANCH CODE
  • Active member showed -closed status
  • Request Report not working 
  • Difference Daybook Vs LD report - high priority
  • Interest not reflecting in Daybook - HIGH PRIORITY
  • EOD issue - Mannargudi Branch 30 Sep | High Priority
  • cash receipts not reflecting in EOD
  • PRODUCT UPDATE 
  • Double Entry In Repayment Collection Report
  • Thanjavur branch-date 02-10-2023
  • EOD Page Received Collection vs Finance collection Issue