🏠 Housing Society Management System

Welcome to your digital platform for managing your housing society efficiently. This Help Menu will guide you through the entire process—from initial registration to daily management tasks.

1. Registration

Account Sign-Up:
1. Visit the portal and click on the Sign Up button.
2. Fill in your personal details including your email, username, and password.
3. Verify your email address through the verification link sent to you.

2. Getting Started

Login & Access:
1. Open your browser and visit the portal.
2. Enter your username and password.
3. Click Login.
4. If you forget your password, click Forgot Password and follow the instructions.

3. Create Your Society

Society Registration:
1. If this is your first time accessing the portal, you'll need to create your Society Master record.
2. Fill in the required details:
  - Society Name: The official name of your housing society.
  - Address: The complete address of the society.
  - Registration No: The unique registration number for your society.
  - Logo: (Optional) Upload your society's logo.
3. Click the Create Society button to complete the registration.
4. Once created, your society details will appear on your dashboard.

4. Charge Monthly Contributions

Setting Monthly Contributions:
1. Navigate to the Monthly Contribution section of the portal.
2. Select the Month and Year for the contribution.
3. Enter the Contribution Amount that each member needs to pay.
4. Click the Record Contribution button to apply the charges.
5. The system will calculate the opening and closing balance for each member and update the records accordingly.

5. Dashboard Overview

Your dashboard displays key society details, including the society logo and name.
Quick action buttons are available to manage members, meetings, vouchers, and reports.
Use the Logout button to exit the portal securely.

6. Managing Members & Society

Member Management:
- Click on Members Master under Manage Members to add, update, or remove member records.
Society Management:
- Click on Society Master to view or edit society details such as name, address, and bank information.

7. Meetings & Notices

Notice of Meeting:
- Click Manage Notices to create, view, and edit meeting notifications.
Minutes of Meeting:
- Click View Minutes of Meeting to review or record minutes from past meetings.

8. Financial Transactions & Accounting

Monthly Contributions:
- Click on Monthly Contribution to view and pay your society’s maintenance fees.
Voucher Management:
- Receipt Voucher: Record incoming payments.
- Payment Voucher: Log outgoing payments.
- Journal Voucher: Manage non-cash transactions.

9. Reports & Statements

Financial Reports:
- Generate detailed reports like the Contribution & Receipt Report and Receipt & Payment Account.
Annual Member Due Statement:
- View outstanding dues for all members with the corresponding report link.

10. Logging Out & Security

Always use the Logout button to exit your account securely.
Keep your login credentials confidential to protect your account.

11. FAQs & Support

Common Issues:
- Forgot Password: Use the "Forgot Password" link on the login page.
Contact Support:
- Email: support@clearnest.in
- Phone: 9022155368 (working hours: 9 AM - 6 PM, Mon-Sat)