Record a Receipt

Aiikya Village Sarjapur · entry goes to Receipts (Pending) for reconciliation

Unit No

Amount (₹)

Payment Date

Mode

Reference No

Receiving Bank / Source Milestone (optional) Narration (optional) Entered By

AIIKYA

Village Sarjapur · Collections

Approvals Sign-In

Restricted to Accounts approvers. Sign in with your work Google account (admin · Bhagyashree · Varadaraj).

FutureIsOne · Authorised access only

Reject collection

Add a short reason (optional). This is recorded in the sheet and emailed.

§ 01 Unit & Customer Lookup Verifies booking exists in live MIS

Unit Number * Type unit then press Tab — system will verify the booking

Cancellation Date Default: today

§ 02 Reason for Cancellation Minimum 100 words required

Quick categorization (pick one or more)

Financial difficulty

Loan rejected

Personal / family

Job relocation

Found better alternative

Delivery timeline concern

Quality concern

Pricing dispute

Other

Detailed Explanation *

Word count: 0 / 100 minimum

Required

§ 03 Sales Person Attribution Who is filing this cancellation request

Sales Agent Name *

Agent Mobile / Extension

Senior Approved / Aware? *

Retention attempts made?

§ 04 Refund Calculation Auto-fills from MIS · adjustable by admin

Total Paid (from MIS) Pulled live from current MIS

Proposed Forfeit Amount ₹ Amount to retain from customer's deposit

Proposed Refund Amount ₹ = Total Paid − Forfeit (auto)

Expected Refund Date Subject to admin approval

Submitting this form sends your cancellation request to admin for review and approval.

AIIKYA

Village Sarjapur · Documents

Documents Sign-In

Restricted to the accounts & CRM team. Sign in with your work Google account.

Missing data

Units in the Sold MIS with blank fields. Fill what you know and save — it writes straight into Sheet 2.

Unit	Customer	Booked	Missing
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Month-wise sales

Computed live from the Sold MIS, so it cannot fall behind the way the static sheet did.

Regenerates the sheet in the workbook from Sheet 2.

By month

Month	Units	GSV
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By sales person

Attribution comes from the booking record. Anything showing “unattributed” has no agent captured — fix it under Missing Data.

Sales person	Units	GSV

Raise a requisition

Live sold records cannot be edited directly. Request the change; CRM approves; the system applies it everywhere.

Type

Unit

Field

Current value

New value

Reason (required)

Requisitions

ID	Type	Unit	Change	By	Status
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Aiikya Village Sarjapur

Record a Receipt

Reject collection

Cancellation Request

Generate a Document

Missing data

Month-wise sales

By month

By sales person

Raise a requisition

Requisitions

Activity log

Aiikya Village Sarjapur

Record a Receipt

Pending Collections

Reject collection

Generate a Document

Missing data

Month-wise sales

By month

By sales person

Raise a requisition

Requisitions

Activity log