Dashboard
Portfolio & Collection Overview
See today’s dues, collections, overdue risk and loan portfolio from one screen.
Collection Performance
Current month and last 6 months
Overdue Aging
Outstanding EMI by delay period
Critical Overdues
Oldest unpaid installments first
Due in Next 7 Days
Upcoming collection workload
Recent Collections
Latest payments received
WhatsApp Automation
Reminder and receipt delivery health
Customers
Borrower and contact records
| Customer ID | Customer Name | View |
|---|
Loans & EMI
Vehicle finance accounts and repayment schedules
| Loan Number | Name | View |
|---|
Pending Loans
Accept sanctioned loans and complete pending disbursements from one page
Pending Acceptance
Review sanction and record acceptance
Pending Disbursement
Accepted loans ready for payment release
Collections
Record EMI payments and issue receipts
| Receipt | Date | Customer | Loan / Vehicle | Amount | Mode | Status | Actions |
|---|
| Receipt | Name | View |
|---|
EMI Due & Overdues
Prioritize upcoming and delayed installments
| Customer | Loan / Vehicle | Installment | Due Date | EMI Due | Late Charge | Penal Interest | Total Due | Status | Action |
|---|
| Customer | Total Due | View |
|---|
Activity & Reports
View collections and loan workflow progress for any date range
Selected Date Range Activity
Payments, sanctions, acceptances and disbursements
Current Loan Progress
Live workflow position of all loan accounts
Cash & Bank Management
Separate cash balance and bank balance. UPI transactions automatically affect the bank account.
Cash / Bank Summary
UPI is included in Bank: UPI receipts credit bank and UPI payments debit bank
Cash Book Summary
Automatic loan transactions + manual entries
Cash & Bank Transactions
Every transaction shows whether it affects Cash, Bank or Other
Operations & Controls
Staff roles, audit trail, follow-ups, handovers, reconciliation, approvals and backups
Maker-Checker Settings
Require Manager/Owner approval for sensitive actions
Collection Follow-ups
Promise-to-pay, calls and field visits
Cash Handover
Collector → cashier / manager accountability
Bank Reconciliation
Match UPI/bank receipts and disbursements
Maker-Checker Approvals
Track sensitive approvals and waivers
Staff & Roles
Owner, Manager, Cashier, Loan Officer, Collection Agent, Auditor
Loan Classification
Current and overdue / NPA buckets
Audit Trail
Who changed what and when
Company Profile
Company information and FlashApp subscription management.
Company Details
Registered company information
Finance Company
Finance Company
Subscription
Only the Owner can view or renew the plan
Renew / Select Plan
Choose a plan and send the request to FlashApp on WhatsApp.
WhatsApp Automation
Automatic EMI reminders and collection receipts
EMI Reminder Rules
Send 3 days before due date, on due date, 3 days overdue and 7 days overdue.
Payment Receipt
Generate a PDF receipt after collection and send it using an approved WhatsApp utility template.
Reminder History
| Sent At | Loan | Installment | Type | Phone | Status |
|---|
