The User manual for the Jisort system

1. SYSTEM SET UP

1.15. Group/Entity Registration

A section to register group/entity. It is under registration. Here is a screenshot on how access group/entity

 

Group/entity registration has several fields as shown in the table.

Field

Explanation

Group/Entity code

Add the unique identifier of the group/entity

Group/Entity name

Add group/entity name

Physical Address

Add physical location of the group

Registration date

Add registration date of group/entity  

Meeting time

Add usual meeting time.

Postal address

Add postal address

Postal code

Add the postal code

Meeting days

Add the meeting days of the group

Group/Entity File no

Add the unique file no for every group/entity

CRO

Select the Customer Relationship Officer from the drop down list

Group/Entity phone number

Add the group/entity phone number

Can buy shares

Select from the drop down list whether to deny or allow buying shares 

Can guarantee

Select from the drop down list whether to deny or allow this group to guarantee loans.

Entity type

Select from the drop down list the entity type. Entity type can be group or chama.

Charge registration

Select from the drop down list whether to allow charge registration or not.

 

The charge registration when selected yes generates extra fields as shown in the table below.

Field

Explanation

Payee

The person making the payment for the charge registration

Account

Add the account to which this amount will go

Approved by

Add the approving officer

Select bank

Select the bank in which the amount will be deposited

Cheque no.

Add cheque number where necessary

Transaction code

Add the transaction code

Amount

Add amount paid

Payment mode

Select the payment mode for this transaction

Currency

Select currency to use with this transaction.

Date

This is the date when charge registration was paid

 

Below are two images depicting when CHARGE REGISTRATION is selected YES and when selected NO.

 

 

 

Image when charge registration is selected NO.

 

 

 

Image when charge registration is selected YES.