Frequently
Asked Questions
Software Login
- Run MarSean Software
- Click on the Splash screen or press Enter key to go to System Login
- Input User ID and Password then press Ok button to login to MarSean Software
Add New Client
- Go to the Data Entry module
- Select the Client Registration menu
- In the Client Registration menu, click on the Add button to input client data
- Input the First Name, Middle Name and Last Name as the required fields
- Input additional client data in the Personal Details, Contact Details, Family Details and Work Details
- Click on the Save button then press OK to confirm
- Click on the Print button to print the Client Information Sheet
Add New Group
- Go to the Data Entry module
- Select the Group Registration menu
- Click on the Add button, input for the Registration Date and the Group Name
- Click on the Save button and then Yes button to confirm
Sample Data Entry Reports
- Go to Data Entry module
- Select the Client Status Report menu
- Click on the All Client Status radio button then click on the OK button to proceed
- Below is the sample Client Status Report
- Go to Data Entry module
- Select the Group Clients Report menu
- Below is the sample Group Clients Report
- Go to Data Entry module
- Select the Individual Clients Listing menu
- Below is the sample Individual Clients Listing
Process Loan Application
- Go to Loans module then click on the Process Loans menu
- In the Loan Transactions screen, click the Add Loan menu item to display the Client Listing screen
- In the Client Listing screen, select the target client then click on the Select button to proceed
- Enter the loan Application Date, Amount, Interest Rate and Term
- Select the Installment Type then change the Status to Released
- Below is the optional screen for loan with Savings component
- Click on the Print button to display the Loan Repayment Schedule report
- Click on the Save button then press OK to confirm
- Below is the sample Loan Repayment Schedule report
Process Single Loan Payment
- Go to Loans module then click on the Process Loans menu
- In the Loan Transactions screen, select the target client
- Click on the Loan Repayment menu item to display the Loan Repayment screen
- In the Loan Repayment screen, input the payment details
- Click on the Save button then press OK to confirm
Delete Loan Payment
- Go to Loans module then click on the Process Loans menu
- In the Loan Transactions screen, select the target client
- Click on the Delete Repayment menu item to display the Delete Loan Repayment screen
- In the Delete Loan Repayment screen, select the loan repayment to be deleted
- Click on the Delete button then press OK to confirm
Process Batch Loan Payment
- Go to Loans module then select Payment Collection menu
- Select Loan Collector and Group Name
- Input Collection Date
- In the payment collection data grid, input Loan and Savings amount
- Click on the Post button to save batch loan payments
Sample Loans Reports
- Go to Loans module then click on the Loan Status Report
- Select the All Loan Status radio button
- Input the Date Range then click on the OK button to proceed
- Below is the sample Loan Status Report
- Go to Loans module then click on the Loan Collection Report - Active
- Select the Individual Clients check box
- Input the Report Date then click the OK button to proceed
- Below is the sample Loan Collection Report – Active
- Go to Loans module then click on the Loan Repayments Report
- Select the Individual Clients check box
- Input the Date Range then click on the OK button to proceed
- Below is the sample Loan Repayments Report
- Go to Loans module then click on the Loan Balances Report
- Select the Individual Clients check box
- Input the Cut-Off Date then click on the OK button to proceed
- Below is the sample Loan Balances Report
Process Savings Deposit
- Go to Savings module
- Select Saving Transactions menu
- Choose a client and then click on the Select button to proceed
- Click on the Add button to show the Savings Transactions screen
- Input for the Transaction Date
- Click on the Deposit radio button for Savings Deposit
- Input the Amount to deposit
- Click on the Save button and then click on the OK button to confirm
Process Savings Withdrawal
- Go to Savings module
- Select Saving Transactions menu
- Choose a client and then click on the Select button to proceed
- Click on the Add button to show the Savings Transactions screen
- Input for the Transaction Date
- Click on the Withdrawal radio button for Savings Withdrawal
- Input the Amount to withdraw
- Click on the Save button and then click on the OK button to confirm
Print Sample Savings Report
- Go to Savings module
- Select the Savings Balances Report
- Input the Cut-Off Date
- Click on the Individual Clients check box
- Click on the Ok button to proceed
- Below is the sample Savings Balances Report
Process Accounting Transactions
- Go to Accounting module
- Select the Journal Entries
- Input for the Journal Date then click on the Ok to button to display the Journal Entries screen
- Click on the Add button
- Select GL Account then input the Debit Amount or Credit Amount of the transaction
- Click on the Save button then click on the Yes button to confirm
- Click on the Print button to print the transactions
- Below is the sample Journal Entries report
Trial Balance Report
- Go to Accounting module
- Select the Trial Balance menu
- Input the Date Range then click on the Ok button to proceed
- Below is the sample Trial Balance report
Balance Sheet Report
- Go to Accounting module
- Select the Balance Sheet menu
- Input the Date Range then click on the Ok button to proceed
- Below is the sample Balance Sheet report
Income and Expenditure Report
- Go to Accounting module
- Select the Income and Expenditure menu
- Input the Date Range then click on the Ok button to proceed
- Below is the sample Income and Expenditure report
