Comprehensive CHA Management Features

Discover how CHA360 streamlines every aspect of your Custom House Agent operations

Account Module

Complete financial management solution for your CHA operations with seamless integration and automated processes.

Sync Integration

Automatically sync all information into bills from SB/BE for seamless data flow and reduced manual entry.

Voucher Management

Handle Receipt, Payment, General, and Contra voucher entries with comprehensive tracking and audit trails.

Customer Ledger

Generate detailed ledger statements for customers with real-time balance updates and transaction history.

Financial Reports

Access Trial Balance, Creditor/Debtor lists, and other essential financial reports for better business insights.

Bill Templates

Create customized bill templates for different customers to maintain consistency and professionalism.

Proforma Invoice

Generate professional proforma invoices for customer estimates and quotations.

Account Dashboard
Total Revenue
Pending Bills
Active Clients
Monthly Growth

EDI Filing

Streamlined electronic data interchange with automated processes and seamless digital signature integration.

Shipping Bill Generation

Automated generation of shipping bills with accurate data validation and format compliance.

Bill of Entry

Comprehensive bill of entry processing with real-time status tracking and updates.

Hassle-free Document Status

Automatic document status updates retrieved directly from your registered email - no manual checking required.

Digital Signature Integration

Seamless digital signature integration without the need to download any external executables or software.

Compliance Management

Ensure all EDI filings meet regulatory requirements with built-in compliance checks.

Automated Workflows

Streamlined workflows that reduce processing time and minimize human errors in EDI operations.

EDI Filing Dashboard
SB Approved
BE Processing
SB Signed
Today: 15 Filed
Pending: 3

Staff/Customer KYC Module

Comprehensive Know Your Customer and staff management system ensuring compliance and documentation.

Customer KYC Management

Complete customer documentation and verification system with digital document storage and retrieval.

Staff Documentation

Maintain comprehensive staff records with employment history, certifications, and compliance documentation.

Compliance Tracking

Automated compliance tracking with alerts for document renewals and regulatory requirements.

Document Management

Secure digital document storage with version control and easy access for authorized personnel.

Verification Workflows

Streamlined verification processes with approval workflows and status tracking.

Audit Trail

Complete audit trail for all KYC activities ensuring transparency and regulatory compliance.

KYC Management
156 Verified
23 Pending
4 Expired
Customer KYC Updated
Staff Document Verified
Compliance Check Completed

MIS Reports

Advanced Management Information System with detailed analytics and business intelligence for informed decision making.

Detailed Analytics

Comprehensive analytics reports providing deep insights into your business operations and performance metrics.

Custom Reporting

Create custom reports tailored to your specific business needs with flexible filtering and grouping options.

Real-time Dashboard

Interactive dashboards with real-time data visualization for immediate business insights.

Performance Metrics

Track key performance indicators (KPIs) with automated alerts and trend analysis.

Export Capabilities

Export reports in multiple formats (PDF, Excel, CSV) for external analysis and presentation.

Scheduled Reports

Automated report generation and delivery on scheduled intervals to keep stakeholders informed.

MIS Reports Dashboard
Monthly Revenue
Client Activity
Processing Time
Compliance Rate

Ready to Experience These Features?

Start your free trial today and see how CHA360 can transform your operations