General
Preparing and Conducting a Shareout
This guide is designed to help DreamSave users understand the necessary steps to prepare for conducting a shareout. A shareout is a crucial event where members receive returns on their savings and contributions. Proper preparation ensures a smooth ...
Approving Oversize Loans with Group Consent
This article details the process for DreamSave users on how to approve oversized loans with group consensus. This feature is beneficial in situations where a member is in need of a loan amount that is slightly higher than their eligibility limit. ...
Deleting a Previous Meeting
This guide provides DreamSave users, specifically bookkeepers, with a step-by-step process to delete a meeting. This feature is particularly useful if a meeting is started accidentally or contains several incorrect entries. Please be aware that you ...
Updating Constitution Policies: Interest Rates
This article guides DreamSave users on how to update their group's Constitution policies, specifically focusing on adjusting interest rates and understanding its implications on members. For instance, if a group decides to increase their interest ...
Updating Shareout Date
This guide is for DreamSave Groups seeking to update the shareout date mid-cycle. For example, if a group decides to extend a 6-month cycle to a full year, this can be accomplished with ease. Begin by accessing the 'Setup' section in your DreamSave ...
Remove a Member from the Group
This article provides a clear guide for DreamSave users on how to remove a member during an ongoing cycle. This process is essential in situations where a member, needs to exit the group before the cycle completes. Keep in mind this can only be done ...
Updating a Member's Passcode
In this article we'll guide you on how to assist a member in resetting their passcode from the group phone in DreamSave. Whether it's for security reasons or any other requirement, as a bookkeeper, you can help members reset their passcodes. Begin by ...
Editing Records from the Last Meeting
We'll guide you on how to edit records from the last meeting in DreamSave. Whether it's a correction in a member's shares, or any other adjustments, you can make necessary changes easily as a bookkeeper. Start by logging into your DreamSave App and ...
Calculating the Required Savings to Reach a Member's Goal
In this article, we will guide you on how to calculate the number of shares or savings needed to reach a member's savings goal in DreamSave, as you can easily provide this information as a bookkeeper. These are the three ways in which a bookkeeper or ...
Checking a Member's Savings Amount
In this article, we'll guide you on how to double-check a member's savings amount in DreamSave. Whether it's verifying a recent transaction or reviewing past meetings, we'll provide you with the steps to ensure accurate savings records. For Current ...
Creating Discussion Topics for Note-Taking During Meetings
In this article, we'll guide you through the process of creating discussion topics in DreamSave, allowing you to take notes efficiently during group meetings. While in a meeting, head over to the "Discussion Topics" section. Click on "Add New Topic". ...
Handling Late Members
In DreamSave, it's essential to know how to effectively manage late members during group meetings. In this article, we'll provide you with a straightforward, step-by-step guide on how to handle late members in a meeting scenario. Participation of ...
Adding a New Member After Registration
Adding a new member mid-cycle may become necessary if an existing member introduces a friend or acquaintance to the group. We'll provide clear, step-by-step instructions on how to seamlessly add a new member to your DreanSave Group. Steps to Adding a ...