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Recipes for every month.

The exact click-paths the CoopTran manual documents, one workflow at a time.

Create a new member

  1. 1Open the Unit menu.
  2. 2Click Member Information, then point to the Members' Personal Ledger No field.
  3. 3Click Create New Member. A new PL Number appears in red.
  4. 4Fill in the Individual Members Particulars box (bio-data, photo, signature).
  5. 5Click Insert. Errors show inline; on success the record is saved.

Post monthly deductions (unit)

  1. 1Open Unit → Balances and Postings.
  2. 2Enter the member's PL Number, choose the Month and Year.
  3. 3Debit or credit shares, savings, loans, etc. Total Deduction/Payment auto-computes.
  4. 4Select Post in the Action field.
  5. 5Click OK. All statutory books (PL, MAB, Cash Book, GL) are updated in one transaction.

Batch loan applications

  1. 1Bulk → Loan Applications.
  2. 2Set the Month and Year.
  3. 3Enter each application's figures and options.
  4. 4Click Insert.
  5. 5To modify: extract entries for the period, click Edit on the row, adjust, then Update.

Sundry sales entry

  1. 1Bulk → Sundry Market.
  2. 2Set Month and Year, enter figures and options per item.
  3. 3Click Insert.
  4. 4For reports: Books → Society General Books → Sundry Sales To Members, choose scope (all / collected / not collected).

End-of-year close & dividend

  1. 1Ensure all monthly postings for the year are complete and reconciled.
  2. 2Variety → Yearly Operations → End-of-Year Book Closing.
  3. 3Review the appropriation account.
  4. 4Run annual dividend allotment.
  5. 5Print statutory reports (Trial Balance, Balance Sheet, Income/Expenditure).

Create and restore data backups

  1. 1Admin → Backend Data → Create Backup.
  2. 2Backups are stored offsite; note the timestamp.
  3. 3To restore: Admin → Backend Data → Restore, choose the backup, confirm.
  4. 4Verify by opening a recent member's Personal Ledger.