ECOSMART

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Overdue / Missed EMIs (this month)

Add member

Full Name Date of Birth Phone Branch Address Aadhaar Number PAN Number Bank Name Bank Account No. IFSC Code Photo ID Proof (jpeg/png/pdf) Member Type Share Capital Member

Members

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Add a loan

Borrower Member ID Loan Type Branch Amount (₹) Rate (% p.a.) Tenure (months) Interest Method Repayment Frequency Sanction Date Disbursement Date First EMI Date Custom EMI (optional) Collector (optional) Guarantor 1 — Name Guarantor 1 — Member No. Guarantor 2 — Name Guarantor 2 — Member No. FOIR Enquiry Code Penalty Interest (%) Loan Recommendation / Purpose

Loans

Show closed

Search loans

Loan Notices

Min days overdue:

Loans with missed payments. Penalty: 3% per missed instalment period. Click notice button to print.

Loan Eligibility & FOIR Calculator

Fill in all fields. Results update automatically. Click Submit to save and get an Enquiry Code.

Applicant Name CIBIL Score (300–900) Net Monthly Income (₹) Existing Monthly EMIs (₹) New Loan Amount (₹) Interest Method Interest Rate (% p.a.) Tenure (Years)

Fill in all fields to see results.

Rules: APPROVED if CIBIL ≥ 700 & FOIR ≤ 50% · REVIEW if CIBIL 650–699 & FOIR ≤ 50% · REJECTED otherwise

Enquiry List

No enquiries yet.

Members Portal

View member portal status, access, and reset passwords. Members log in at the member portal URL.

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Loan History — Closed Loans

Find a loan to collect / view

Search Or Loan ID

Add a fixed deposit

Member ID Depositor Name Deposit Type Branch Amount (₹) Rate (% p.a.) Tenure (months) Start Date Payout Mode Remarks Nominee Auto-Renew on Maturity

Fixed Deposits

Search deposits

Withdraw a fixed deposit

Deposit ID Type Date Reduced Rate (premature, %) Payout Amount (optional) Note

Open savings account

Member ID Member Name Branch Interest Rate (% p.a.) Minimum Balance (₹) Open Date Nominee

Savings accounts

Search savings

Deposit / Withdraw

Savings ID / Member ID / Name / Phone Type Amount (₹) Date Note

Passbook

Search (Name / Phone / Member ID / Savings ID) From Date To Date

Issue Shares

Member ID Member Name Number of Shares Amount per Share (₹) Total Amount (₹) Date Note

Share Capital Summary (per member)

Search

Setup required: The share_txns table has not been created yet.
Run this SQL in Supabase SQL Editor:

CREATE TABLE IF NOT EXISTS public.share_txns (
  txn_no           TEXT PRIMARY KEY,
  member_id        TEXT NOT NULL,
  member_name      TEXT DEFAULT '',
  branch           TEXT DEFAULT '',
  shares           INTEGER NOT NULL DEFAULT 1,
  amount_per_share NUMERIC(12,2) NOT NULL DEFAULT 0,
  total_amount     NUMERIC(12,2) NOT NULL DEFAULT 0,
  date             DATE NOT NULL DEFAULT CURRENT_DATE,
  note             TEXT DEFAULT '',
  entered_by       TEXT DEFAULT '',
  created_at       TIMESTAMPTZ DEFAULT NOW()
);
ALTER TABLE public.share_txns ENABLE ROW LEVEL SECURITY;
CREATE POLICY "service_role_all" ON public.share_txns
  FOR ALL TO service_role USING (true) WITH CHECK (true);
GRANT ALL ON public.share_txns TO service_role;

Transfer between members (Savings)

From (Savings ID / Member ID) From Name To (Savings ID / Member ID) To Name Amount (₹) Date Note

Add an expense

Date Category Description Branch Amount (₹) Remarks

Expenses

Search From To

Financial statements

Report From Date To Date

Society Bank Account (mother account)

Account Number IFSC Code Address Opening Balance (₹)

Manual bank transaction

Date Direction Amount (₹) Party (from / to) Note

Transactions

Search From date To date

Settings

Application Name (UI display name — shown instead of bank name in nav & splash)

Bank Name (from settings below) appears on printed documents: receipts, passbooks, vouchers, reports.

Branch contacts

Branch Address Phone

Module Permissions Cache

If modules are not showing correctly in the sidebar, clear the cache and re-login.

Organisation Hierarchy

Drag roles to reorder. The topmost role has authority over all below it. Lower roles are controlled by those above them.

Add / Edit User

User ID Name Role

Branch Temp password (8+)

Module Permissions

Override which modules a specific user can see

Select user

Users

⚠ Danger Zone — Reset All Data

Permanently deletes all transactions. User accounts are preserved.

Type RESET to confirm

Activity Log

User From To

Delete Range: From To Deletes ALL data (loans, repayments, members, etc.) created in this period.

↩ Restore:

Setup required: Run this SQL in Supabase:

CREATE TABLE IF NOT EXISTS public.audit_log (
  id            BIGSERIAL PRIMARY KEY,
  user_id       TEXT NOT NULL DEFAULT '',
  user_name     TEXT NOT NULL DEFAULT '',
  action        TEXT NOT NULL DEFAULT '',
  target        TEXT DEFAULT '',
  detail        TEXT DEFAULT '',
  performed_at  TIMESTAMPTZ DEFAULT NOW()
);
ALTER TABLE public.audit_log ENABLE ROW LEVEL SECURITY;
CREATE POLICY "service_role_all" ON public.audit_log
  FOR ALL TO service_role USING (true) WITH CHECK (true);
GRANT ALL ON public.audit_log TO service_role;