Resources · Docs
The CoopTran manual.
Every menu in the platform, with the workflow steps and the reports each one produces. Written from the CoopTran user guide.
Unit
Per-member actions.
- · Balances and Postings
- · Member Information
- · Obtain Loan
- · Ledger Sales
- · Repayments Stoppage
Bulk
Batch operations across all members.
- · Loan Applications
- · Sundry Market
- · Batch Extraction
- · Batch Monthly Posting
Variety
Ledger, schedule, and yearly maintenance.
- · GL Transactions
- · Schedule Issues
- · Message / Coop News
- · Yearly Operations
- · Default Settings
Books
Statutory books and reports.
- · Members' Books
- · Society General Books
- · Charts
- · Batch Files
Electioneering
Society elections and role changes.
- · Nominations
- · Voting
- · Results
Admin
Backend and user administration.
- · Backend Data
- · Frontend Updates
- · Online Requests
- · eMail Portal
- · Users Profiles
Help
Documentation and support.
- · Manual
- · Support
- · About
Getting started
After the system authenticates your login, you land on the main workspace with seven top-level menus (above). Most operators live in Unit and Bulk day-to-day, then close the month via Books and Variety → Yearly Operations.
Learn the core workflows
See Guides for step-by-step recipes: creating members, posting monthly deductions, loan applications, batch postings, end-of-year close, and dividend allotment.