Upayogee Society Management Software Member Login User … · TO GET MEMBER LOGIN ID & PASSWORD...

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Software India Pvt. Ltd. Registered Office : 216 Tower 2, World Trade Center, Kharadi, Pune, Maharashtra 411014 Ph.: 07420052020 Web: www.upayogee.com E-mail: [email protected] Upayogee Society Management Software Member Login User Manual

Transcript of Upayogee Society Management Software Member Login User … · TO GET MEMBER LOGIN ID & PASSWORD...

Page 1: Upayogee Society Management Software Member Login User … · TO GET MEMBER LOGIN ID & PASSWORD Note : Member give should register their Mobile No. or Email ID to society then you

Software India Pvt. Ltd.

Registered Office : 216 Tower 2, World Trade Center, Kharadi, Pune, Maharashtra 411014

Ph.: 07420052020 Web: www.upayogee.com E-mail: [email protected]

Upayogee Society Management Software

Member Login

User Manual

Page 2: Upayogee Society Management Software Member Login User … · TO GET MEMBER LOGIN ID & PASSWORD Note : Member give should register their Mobile No. or Email ID to society then you

TO GET MEMBER LOGIN ID & PASSWORD

Note : Member give should register their Mobile No. or Email ID to society

then you get USERNAME & Password by E-mail / SMS.

Member Support :

Those who haven't received their USERNAME / Password, Please contact

too your society or send an E-mail to [email protected] with Subject

line as Society Name , Flat No and with your registered Mobile No & Email

ID , 24 working hour response would get back

FAQ - https://upayogee.com/faq.html

https://society.upayogee.com

https://goo.gl/ERf3oy

Search “Upayogee society” in Google Play Store

Page 3: Upayogee Society Management Software Member Login User … · TO GET MEMBER LOGIN ID & PASSWORD Note : Member give should register their Mobile No. or Email ID to society then you

MEMBER USER LOGIN

Profile

Members

Management committee

Complaint ticket

Account

Change user ID & Password

DASHBOARD

Page 4: Upayogee Society Management Software Member Login User … · TO GET MEMBER LOGIN ID & PASSWORD Note : Member give should register their Mobile No. or Email ID to society then you

1) Easy to Maintain & Update all

details related to Flat owner’s

information and family details

, Parking details.

2) Owner can Update Tenant

Information .

Member login => Profile

=>Profile=>Member/family/parking/

tenant =>Edit => Update

PROFILE

PROCESS :

Page 5: Upayogee Society Management Software Member Login User … · TO GET MEMBER LOGIN ID & PASSWORD Note : Member give should register their Mobile No. or Email ID to society then you

Owner list/member list

shows the Name of owners

with their flats number

Member login =>

Member=> Member =>

Owner list

MEMBERS

Members

Process

Page 6: Upayogee Society Management Software Member Login User … · TO GET MEMBER LOGIN ID & PASSWORD Note : Member give should register their Mobile No. or Email ID to society then you

Management committee function

consist of list which show the name

of society’s committee member

with their designation, their mobile

number and their role, So It is very

easy to Flat owner to reach

Management Committee.

Member login =>

Management committee =>

view

MANAGEMENT COMMITTEE

Process

Page 7: Upayogee Society Management Software Member Login User … · TO GET MEMBER LOGIN ID & PASSWORD Note : Member give should register their Mobile No. or Email ID to society then you

1. Create complaint

2. Track your complaint

3. Give suggestion for complaint

4. Activity and reply from admin

5. Set priority of complaint

Complaint ticket => Create complaint =>

Select complaint , Select priority, Add

description, add suggestion =>Save

Open complaint => If any reply given by

admin you can click on view to see reply

Complaint ticket => Closed complaint =>

track all closed complaint

COMPLAINT TICKET

Process

Page 8: Upayogee Society Management Software Member Login User … · TO GET MEMBER LOGIN ID & PASSWORD Note : Member give should register their Mobile No. or Email ID to society then you

1. Member can download bills generated

by society.

2. Member can Download Payment

receipt of Paid Payment.

3. Member can check outstanding

payment report & can Pay outstanding

amount online or can generate offline

Payment receipt

4. Details for Late payment records

ACCOUNT

MENU1) Billing List2) Voucher List3) Outstanding Bill4) Interest or Late fee Report

Page 9: Upayogee Society Management Software Member Login User … · TO GET MEMBER LOGIN ID & PASSWORD Note : Member give should register their Mobile No. or Email ID to society then you

There are two ways in that member can

pay outstanding amount i.e. directly

from dashboard and another one is

through account feature.

DASHBOARD : After login in account

member can see his total bill amount ,

total amount paid and total pending

amount on dashboard.

By clicking on “PAY ONLINE OR

OFFLINE” it will redirect to pending

amount of member , can check

outstanding by click on “VIEW” and

Member need to click on pay button for

making payment from there.

Dashboard =>Pay Online OR Offline =>

Outstanding bill => pay

PAYMENT PROCESS

Page 10: Upayogee Society Management Software Member Login User … · TO GET MEMBER LOGIN ID & PASSWORD Note : Member give should register their Mobile No. or Email ID to society then you

After clicking on “Pay” button member will get payment option like as follows

and member can pay “part payment” also by typing amount in amount box .

Again there are two ways to pay due amount or outstanding bill

1. Online 2. Offline

PAYMENT OPTION

Page 11: Upayogee Society Management Software Member Login User … · TO GET MEMBER LOGIN ID & PASSWORD Note : Member give should register their Mobile No. or Email ID to society then you

Option 1 : Online

A payment gateway is service

provided by an Upayogee software

Here Your society bank account is link

with software that authorizes society

members pay their bills using credit

card , Net Banking , UPI or Wallet

will direct transfer to society bank

account.

After successful transaction software

generate receipt automatically of

payment.

Process :

Member login => Account =>

Outstanding bill => Pay =>

online =>Card /Net banking /UPI

ONLINE PAYMENT GATEWAY

Page 12: Upayogee Society Management Software Member Login User … · TO GET MEMBER LOGIN ID & PASSWORD Note : Member give should register their Mobile No. or Email ID to society then you

Option 2 : Offline

Purpose of OFFLINE option , if any member

transfers dues amount using “BANK

APPLICATION OR other PORTAL” to Society

Bank Account by IMPS, NEFT , Wallet, So In

society Bank Account Statement It only

shows “Transaction ID”

Society Accountant / Treasurer / Secretary

, Not understand Which Flat Member

Transfer this payment,

Offline payment Helps Member to create his

payment receipt where he can select which

Society Bank Account he transfer payment,

Amount, and Transaction ID as well as

member can attach snapshot Image as proof

that he/she paid society dues and save.

Then society can approve that transaction.

OFFLINE PAYMENT RECEIPT

Page 13: Upayogee Society Management Software Member Login User … · TO GET MEMBER LOGIN ID & PASSWORD Note : Member give should register their Mobile No. or Email ID to society then you

2) DONE : Once you get the approval from the management committee of society then

your receipt status show payment is done and your account get settled.

3) REJECT : If committee do not found any payment transaction from member against

the receipt generated by member in this case they put the generated receipt in rejection

list.

1) PENDING : Pending status means member made payment from his side and

generate the receipt but management committee of society is not verify yet by checking in

bank statement.

OFFLINE PAYMENT RECEIPT STATUS

Page 14: Upayogee Society Management Software Member Login User … · TO GET MEMBER LOGIN ID & PASSWORD Note : Member give should register their Mobile No. or Email ID to society then you

NEW FEATURES

ADD TENANT DETAILS :

In this feature of our software

owner can add his tenant details

by his own and put all documents

related to tenant

New feature =>add tenant

=>put details => save

ADD PARKING :

With the help of this feature

member can add Vehicles and

parking information as well as

his tenants parking information

New feature => add parking

=>put details => save

Page 15: Upayogee Society Management Software Member Login User … · TO GET MEMBER LOGIN ID & PASSWORD Note : Member give should register their Mobile No. or Email ID to society then you

After Login Member Can Change

User ID and Password of his own

preference.

Change User-Id & Password

Page 16: Upayogee Society Management Software Member Login User … · TO GET MEMBER LOGIN ID & PASSWORD Note : Member give should register their Mobile No. or Email ID to society then you

Thank

you

www.upayogee.com

[email protected]

7020052020

[email protected]