Member Management for SHGs

Member management keeps each member’s profile, joining date, savings history and attendance on one record. The treasurer opens the same record at every meeting.

Share your requirements

A register held as records

Many groups still run on a bound book kept by one person.

Profile and joining date

Name, joining date, savings amount and cycle are held on the member’s record, where a damaged or lost page of the register cannot remove them. They stay.

History in order

Every contribution she has made since joining is stored on her record, with its date.

Visible to her

A member can read her own savings and loan balance. She does not take it on trust.

During the meeting

Meetings usually run for about an hour.

Attendance marked as you go

Presence is recorded against the member at that meeting, so participation across the year is on record and does not rest on anyone’s memory.

Savings entered as handed over

Each amount is entered while it is being counted. Nobody writes it up from a slip that evening.

Confirmation to the member

The member knows what she paid before she leaves.

When somebody asks for figures

Members, coordinators and bank managers ask different questions of the same entries.

Savings by member and total

What each member holds and what the group holds appear on one screen. No column is added by hand.

Attendance by meeting

Who came and who did not is shown meeting by meeting, which matters whenever the group has to show its participation to a bank or a funder.

A member who leaves

Her history stays on file, settled and dated. Nothing is struck out of a book.

FAQ

Frequently asked questions

What does member management give the member herself?

Her own contribution history, visible to her without asking anybody. That removes the doubt that builds when one book stays with one person for years.

What if somebody joins in the middle of a savings cycle?

Enter her joining date and savings amount, and the record starts from there. It runs on her own cycle and not the group’s first month.

Should we still keep the passbook?

Many groups do, and nothing prevents it. The same figures are held in the software, so the passbook becomes a copy and not the only source.

Talk to us

Tell us what you need.

Share your requirements and one of our engineers will come back to you within one business day.

What happens after you share your requirements

A senior engineer reads your answers. Nobody phones first.
Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
No call is booked and nothing is paid until you have read the note. Your details stay with us.

Start with your requirements

Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.