Welcome to the 1st Jan 2024 – 31st Jan 2024 (Mausala) release of SquareNow. We called the past sprint as Mausala. There are many updates in this version that we hope you'll like, some of the key highlights include 

 

Enhancement:

Loan Agreement and Promissory Note:

Loan Agreement and promissory note details are updated in the UI

 

Image upload option for Gold Loan:

 

Image upload option given for Gold Loan. 

 

 

 

Audit Tool Changes :

Log added for all level Approve or Reject, by clicking on View Log

 

 

Appraisal status show in table view – done

Admin Approve - If admin doing the approve means all the level will be approved directly.

 

Post Audit :

Post Audit option given for BM as a Switch, you can use the Switch as per your requirement

 

 

Loan Index Creation:

After enrollment, existing customer should come directly comes under loan index creation.

Use the highlighted button for the second cycle loan if the audit is non mandatory

 

Closed Loan Details:

All branch option given in Closed Loan Details

 

 

NOC certificates:

Logo added in NOC certificate

 

 

 

 

 

Bugs:

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

  • TO CHANGE PROCESSING FEE
  • Advance collection Entry issue
  • Product change (Product: GL 40000/- 28 DAYS 24 EMI TO GL 35000/- MONTHLY 24 EMI) 
  • Product change (Product: GL 28 DAYS TO GL MONTHLY
  • Product Change (Product: GL 28 DAYS TO GL MONTHLY) #5944
  • Processing fees & Insurance Voucher to add bank account 
  • Move the member to another branch
  • Product change (Product: GL 28 DAYS TO GL MONTHLY) #5980
  • Absent Member Wrongly Disbursed 
  • 25000 loan product's insurance fees not showing in DCR
  • Staff Performance Report Issue
  • Two ID numbers allocated to one customer 
  • Product change (Product: GL 28 DAYS TO GL MONTHLY ) #5988
  • remove collection date
  • Death Client - Showing arrear - Priority
  • Pre-close - Not Happening 
  • BC login Not Open
  • Product change (Product: GL 28 DAYS TO GL MONTHLY
  • Product change (Product : GL 28 DAYS TO GL MONTHLY
  • member page -Search option
  • Collection Issue- Hardoi 
  • Opening Balance issue Kattapana - Priority
  • Member Phone no. change
  • GROUP FORM EXPORT 
  • Product Change - Tirukovilur
  • Member New Phone no. update
  • Client is missing in Disbursement report - Priority
  • receipt vouchers are not appeared in cash book 
  • Unable to edit and update Loan Index - Priority
  • Member Aadhar no. wrong updated
  • Promissory Note Issue 
  • Member access for Individual loan bug 
  • Reg: Petty cash Opening - Closing mismatch
  • COLLECTED BUT REPAYMENT NOT SHOWN
  • LOAN DISBURSEMENT REPORT NOT OPENED
  • Wallet advance not reflecting- Priority
  • Group Name Need to change #6022
  • MEMBER ACCOUNT ALREADY EXISTS
  • Vouchers approve needed
  • Please change member id
  • demand collection correction
  • Loan index upload issue
  • Not able to disburse the loan 
  • Members Equifax score rejected for all members
  • Change to Approved status- Priority 
  • Change meeting date loading 
  • WALLET USED AND JOURNAL ENTRY NOT MATCH
  • Gold Loan (2-87-1-7) Outstanding value issue
  • Collection Issue- Mannargudi
  • OTP Issue in Member Onboarding 
  • Due Date Issue 
  • Gold loan- Last Paid Date not showing
  • Due Date Issue
  • Client ID is not generated 
  • Unable to edit after approve 
  • Reg: Could not post the petty cash transactions (Payment)
  • Reg: Credit assessment issue
  • funder details requirement
  • Jothilingam Dashboard Savings amount wrong
  • Funder change - issue
  • Reg: Member Upload issue
  • Due date issue
  • Difference in client id
  • Spouse name spelling wrong updated
  • demand collection correction
  • Demand collection is not showing in mobile
  • saving approve needed for collection approve page
  • Insurance Report Related 
  • TRAIL BALANCE OPENING & CLOSING DIFFERENCE
  • EOD & REPAYMENT NOT MATCH 
  • Change to approved status
  • END OF DAY ISSUE 
  • Due Date Issue
  • preclose issue
  • Revert the demand
  • Spouse name spelling wrong updated 
  • END OF DAY ISSUE 
  • Loan Disbursement report Issue
  • demand collection correction 
  • PLEASE UPDATE MEMBER COLLECTION 
  • Due Date Issue 
  • Request you to remove from disbursement.
  • NOC issue 
  • Death Client in arrear - Priority 
  • Top-up Loan issue 
  • Top up loan
  • Due Date Issue
  • demand collection correction
  • GOLD LOAN INTEREST COLLECTION ISSUE FOR DAYS DIFFRENT
  • Gold Loan Collection issue for Last month collection entry missing
  • Need to update from account in Bank transaction 
  • Collection amount not reflected
  • cash receipts not reflecting in EOD 
  • Wrongly posted - Receipt
  • #6099 Wrongly posted - Receipt 
  • EOD Denomination and opening closing mismatch #6102
  • Need detailed Equifax report
  • PLEASE REOPEN ONE CLOSED ACCOUNT
  • Client ID is not generated
  • CHANGE ADAR NUMBER
  • Due Date Issue
  • Change Meeting date Issue - Priority 
  • Due Date Issue
  • Request to Change Funder
  • Reg: Could not keep loan index 
  • Repayment report Thrift not added 
  • ALLOCATE EOD ISSUE 
  • Wallet Amount not showing 
  • Demand showing wrong - Priority
  • Client showing in arrear 
  • Lat and long not showing in images
  • Spouse name spelling wrong updated
  • Due date issue
  • Loading issue in Mobile app
  • Malappuram EOD issue - HIGH PRIORITY
  • REPAYMENT COLLECTION REPORT INCORRECT 
  • SquareNow mobile app issue
  • Product change (Product: GL 28 DAYS TO GL MONTHLY) #6128
  • Mobile App not responding. app closes automatically while uploading member details 
  • Change to Approved status
  • REPAYMENT COLLECTION REPORT INCORRECT 
  • Two ID numbers allocated to one customer
  • Due Date Issue
  • PTP Remark Issue
  • EOD has done without Finance Voucher Approval 
  • Arrear Member PTP Issue
  • Nominee aadhar no. not change #
  • Due Date Issue 
  • EOD CALCULATION ISSUE 
  • Collection Amount Change 
  • Daybook Issue - Priority
  • PLEASE REOPEN ONE CLOSED ACCOUNT
  • EOD CALCULATION ISSUE 
  • Due Date Issue
  • Disbursement Voucher not added branch name
  • Daybook Issue - Priority 
  • collection diff. issue on EOD 
  • eod collection and generate principle & interest difference 
  • Loan Disbursement Report Not download 
  • DELETE RECEIPT - WRONGLY ENTERED 
  • ADD GOLD LOAN- NOTICE FIELD SHOWING DISABLE
  • Loan Index should allow for member add multiple gold loan #6157
  • unable to download the application.
  • TRANSFAR CENTER OPTION IS MISSING
  • Member savings correction 
  • Request to Delete the Disbursed Member 
  • Loan has Disbursed in wrong date
  • CHANGE LOAN INDEX TO DIFFERENT CENTRE SCANNED ON DIFFERENT CENTRE 
  • Change in Gender 
  • Branch transfer - Wrongly transferred 
  • Product change (Product: GL 28 DAYS TO GL MONTHLY)