Reimagine - CHS
Reimagining CHS
Objective:
Reform CHS to make it more user-friendly, particularly for users without financial expertise. The goal is to extend core functionality to mobile devices and quick access links.
Target Features
- Petty Cash Voucher
- Serivce Invoice(ask member, Service, period)
- Is it possible that they Upload the bill and we took details from it
- In Std Instruction is it possible that we give them prefilled instruction for every doctype
Detailed Feature: Petty Cash Voucher
Accessing the Feature:
- A dedicated quick link or icon on the home page takes users directly to the Petty Cash Voucher creation.
Voucher Creation Form:
- Amount: Field to enter the voucher amount.
- Account Particulars:
- Display the top 10 most frequently used petty cash account particulars as selectable options.
- Allow users to search or select from a drop-down list.
- Notes:
- A free-text field for additional details.
- As the user types, provide real-time suggestions based on previous entries for faster and more consistent input.
Balance Verification:
Before finalizing voucher creation, the system checks if the available petty cash balance is sufficient.
If Balance is Insufficient:
- Display a notification indicating the low balance.
- Provide a quick link or prompt to initiate a Transfer of Funds (TOF) process.
- After completing the TOF, automatically redirect the user back to the voucher creation page so they can resume their task seamlessly.
Products of Society Notebook
Society Community Management
Visitor & Staff Management
Multiple Society Management
Society Notebook
- In websites all their features are mentioned and for complex features videos are attached
Feature
| Feature | How to Use |
|---|---|
| Payment Management | Get notified about pending maintenance → Click on pay → Choose net banking or credit card → Fill details and pay. |
| Book Meetings, Amenities & Events | Click on calendar → Select “Book Facility” → Choose reason, date, and duration (amount calculated) → Click save → Secretary approves → Make payment to book. Can also create personal events and share with limited people. |
| Meeting Management | Tap on calendar → Choose “Event,” “Book Facility,” or “Schedule a Meeting” → Select date → Send notifications via Email, SMS, and app → After the meeting, manually write minutes and post on the notice board. |
| Complaint Management | Register complaints and track their resolution. |
| Polling Notice Board | Create and participate in polls for society decisions. |
| Document Management | Add, share, and receive notifications when documents expire. |
| Expenses Management | Click on “Add Payment” → Select user/vendor → Fill in notes, invoice no., due date, amount → Upload bill, add taxes, and categorize. |
| Accounting and Reports | Generate financial statements and manage accounts. |
| Parking Management | Parking lots assigned to members → If wrong parking occurs, check vehicle number in the app → Notify the member. |
| Invoice and Receipt | Generate maintenance invoices and payment receipts → Notify users upon receipt of payment. |
| Visitor Management | Select visitor type (Delivery, Cab, Guest) → Enter name → Send OTP for verification. |
Blogs
- First showing images and small introduction, then giving link for entire blog, then for that post they can and comment or share on Social media