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

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 support@upayogee.com 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

MEMBER USER LOGIN DASHBOARD Profile Members Management committee Complaint ticket Account Change user ID & Password

PROFILE Easy to Maintain & Update all details related to Flat owner’s information and family details , Parking details. Owner can Update Tenant Information . PROCESS : Member login => Profile =>Profile=>Member/family/parking/tenant =>Edit => Update

MEMBERS Members Process Owner list/member list shows the Name of owners with their flats number Process Member login => Member=> Member => Owner list

MANAGEMENT COMMITTEE Process 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. Process Member login => Management committee => view

COMPLAINT TICKET Process Create complaint Track your complaint Give suggestion for complaint Activity and reply from admin Set priority of complaint Process 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

ACCOUNT Member can download bills generated by society. Member can Download Payment receipt of Paid Payment. Member can check outstanding payment report & can Pay outstanding amount online or can generate offline Payment receipt Details for Late payment records MENU Billing List Voucher List Outstanding Bill Interest or Late fee Report

PAYMENT PROCESS 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 OPTION 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

ONLINE PAYMENT GATEWAY 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

OFFLINE PAYMENT RECEIPT 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 STATUS 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. 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.

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

Change User-Id & Password After Login Member Can Change User ID and Password of his own preference.

Thank you 7020052020 www.upayogee.com support@upayogee.com salespune@upayogee.com