Collection verification
No collection counts until it has been counted, confirmed and approved
Collections made in the field are grouped into batches, and each batch is followed from the first visit to the final approval, so the books move only once the money is confirmed.
Three stages, three marks
A batch is In progress while visits continue, Visit complete once it is handed in, and Closed when approved. Marks show where it stands: C for the cash receipt, OC-V for verification and OC-A for approval, each turning green as it is done.
Cash first, then verification
A batch reaches verification only after its cash receipt is confirmed, whether the cash came in through a scroll or on the executive’s day-end slip.
Shortages as figures, not stories
Any shortage in a batch shows in red as the exact figure, with a breakdown by denomination, cheque and UPI one tap away. Nothing is closed until it is accepted.
A register for every batch
The Outstanding Collection Register lists every batch with its collector, cash, cheque and UPI totals, shortage and stage. Each batch opens to its timeline and every receipt, with every bill’s invoice number and bill date. It filters by period, stage, collector or company, and exports to Excel or PDF.
Collections on a delivery day
When outstanding is collected on a delivery run, the assignment shows a collection summary and an OC tag, and its “all OK” stamp waits until the collection is verified and approved.
Used by: Accounts, Admin, Delivery Executive, Sales Executive