Investments
Overview
The Investment module is used to record and manage investments made by the organization. Each investment entry captures information such as the employee associated with the entry, investment amount, payment method, date, investment type, assigned branch, and supporting documentation.
Investment types can be selected from existing records or created directly while creating an investment, allowing new types to be added without leaving the investment entry screen.
Interface Overview
The Investment interface displays existing investment records in a tabular format.
The main controls and information available include:
Search – Search existing investment records.
Filter – Filter records using multiple investment-related criteria.
Refresh – Reload the latest investment records.
Create New – Add a new investment entry.
Action Menu (⋮) – Provides options to View, Edit, or Delete an investment record.
The investment list displays the following information:
Field | Description |
|---|---|
Entry Code | Unique code assigned to the investment entry. |
Investment Types | Investment type associated with the entry. |
Description | Description or additional information provided for the investment. |
Amount | Amount recorded for the investment. |
Payment Type | Payment method used for the investment. |
Created By | Employee who created the investment entry. |
Managing Investment Records
The Action Menu (⋮) available for each investment record provides the following options:
View – Opens the investment record to view its complete details.
Edit – Allows the investment information to be modified.
Delete – Removes the investment record from the system.
The actions available may depend on the user's permissions.
Search & Filter Functionalities
You can search for records using search bar and the Filter option can be used to narrow down investment records based on specific criteria.
Available filters include:
Employee – Filter investments associated with a specific employee.
Start Date – Show investments from a specified date.
End Date – Show investments up to a specified date.
Payment Type – Filter by Cash, Debit Card, Credit Card, or UPI.
Investment Types – Filter records by the selected investment type.
Created Branch – Filter based on the branch where the entry was created.
Assigned Branch – Filter based on the branch assigned to the investment.
Minimum Amount – Show investments above a specified minimum amount.
Maximum Amount – Show investments below a specified maximum amount.
These filters can be combined to locate specific investment records more efficiently.
Creating an Investment
To create a new investment:
Open Accounts → Investment.
Click Create New.
Select the required Employee.
Enter the Investment Amount.
Select the Payment Type.
Select the Date of the investment.
Select the required Investment Type.
Upload an attachment, if required.
Enter a Description, if required.
Select the Assigned Branch.
Save the investment entry.
Once saved, the investment is added to the investment list and assigned a unique entry code.
Investment Fields
Field | Description |
|---|---|
Employee | Employee associated with the investment entry. This field is required. |
Investment Amount | Amount invested. This field is required. |
Payment Type | Payment method used for the investment. Available options include Cash, Debit Card, Credit Card, and UPI. |
Date | Date on which the investment is recorded. |
Investment Types | Category or type of investment being recorded. |
Attachment | Supporting document that can be uploaded in PDF or PNG format. |
Description | Additional details or notes about the investment. |
Assigned Branch | Branch to which the investment entry is assigned. This field is required. |
Adding an Attachment
The Attachment field can be used to associate supporting documentation with the investment while creating the record.
To add an attachment:
Click the Attachment field.
Select the required file.
Upload the supporting document.
Continue completing the investment details and save the record.
The attachment field supports PDF and PNG files.
Selecting an Investment Type
The Investment Types field allows users to select an existing investment type for the entry.
To select an investment type:
Click Investment Types.
Search for the required investment type.
Select the required type from the available records.
Confirm the selection.
For example, investment types may include Shares, Jewellery, or other categories relevant to the organization.
Creating New Investment Types
Caddayn Biller allows a new investment type to be created directly from the Investment Types selection window.
This is useful when the required type does not already exist in the system.
To create a new investment type:
Open the Investment Types selector while creating an investment.
Enter the required new type in the search field.
If no matching record exists, the Create [Investment Type] option is displayed below the search field.
Select the create option.
Enter the Investment Type.
Enter the Description.
Save the new investment type.
The newly created investment type becomes available for selection and can be used for the current investment entry.
Note: This inline creation functionality allows supporting master records to be created directly from the relevant transaction screen without navigating to a separate master-data page.
Production Notes
Each investment entry is assigned a unique Entry Code after creation.
The ⋮ menu provides View, Edit, and Delete options for each investment record.
Investment records capture both the Created By employee and the Assigned Branch.
Investment types can be created directly from the investment entry screen when the required type does not already exist.
Supporting documents can be attached in PDF or PNG format.
Payment Type supports Cash, Debit Card, Credit Card, and UPI.
Investment records can be narrowed down using employee, date, payment type, investment type, branch, and amount-based filters.