ICAI User Manual

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Project Developed and Maintained By

Manual Version and Date

Version 1.0

Released On Dec 01, 2012

Manual Creator

Versicle Solution

ICAI

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CONTENTS

1. Overview……………………………………………………………………………………… 3

2. Home Page ………………………………………………………………………………….. 4

3. Member Login ……………………………………………………………………………… 5-6

Fellowship (FO) Member Applications

4. Application………………………………………………………………………………7-16

5. Status View………………………………………………………….17-23

Certificate of Practice (COP) 6. Issue/Renewal Application …………………………………………………. 24-30

7 Status View………………………………………………………………………… 31-40

Office & Firm

8. New Application……………………………………………………………………… 41

9. Changes Request Application…………………………………………………42-44

10. Firm Type Conversion Application …………………………………………44-45

11. Status View ……………………………………………………………………………45-46

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The objective of this Manual is to maintain the „Online Membership

Application System „where members of the ICAI can easily login, view their

details and apply for FO, COP,CEP etc. With the help of this the complex

process may be quite easy to understand, and any confusion during access

can be cleared.

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Home Page

Member Login:-A member can avail benefits from” The Institute of Cost Accountant s of India”, such

as to be a Fellow member, COP ,CEP and Address Change etc. So member can sign in to the Online

Membership Application System using Username and Password.

Click on Member Login menu

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Enter Username

Enter Password

After Successful login this Form will be displayed now member can use several options appearing in the

menu. Suppose we are going for an application for Fellow ship.

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FELLOWSHIP

a) Application :- An associate member can apply for fellowship.

Go to Fellowship Application

Enter Member No Click on the View button to proceed in the next page

If the member No is valid then FORM OF APPLICATION FOR ADMISSION AS FELLOWSHIP MEMBER

(FORM: M2) will be displayed………

Enter the member’s details in the all the fields…….

Here we start ……………

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PERSONAL INFORMATION In this section the user make all the entries All field marked with (* )are mandatory

Care should be taken during Date of Birth and it should be in proper format. 1st select the year and then month and finally the day a) b) c)

Continue…

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RESIDENTIAL ADDRESS In this section the user make all the entries where he/she lives.

During selection of state click on the drop down box and select the state

Similarly during selection of city click on the drop down box and select the city.

If Professional and Residential Address are same then Clicking on „Yes‟ Professional Address will be populated with the values of Residential Address. Otherwise fill up the professional address.

Continue…

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PROFESSIONAL ADDRESS In this section the user makes all the entries from where he/she works.

MAILING ADDRESS In this section the user makes all the entries which is used for communication purpose.

Click on the Next button to proceed in the next page, where further information‟s to be entered.

DETAIL’S OF EXPERIENCE IN PRESENT EMPLOYMENT In this section user makes all the entries about its experience in present employment.

Continue…

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Moves to the previous page Click on the Save &Next button to proceed in the next page

This section deals with to attach documents to verify the details given by the applicant. The

attachments should be in proper formats and sizes.

FILE ATTACHEMENTS

Click on Browse button to select the file from the system and then click on Attach to upload the files

one by one.

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At any instant if you want to remove any uploaded files then check the corresponding Delete column

Here we are going to delete Experience Certificate

Check the corresponding delete column, and the file is deleted.

Now click on Submit button to save the attached files.

After clicking on save button the details are submitted, and system process with that details.

And now we move to the Payment Section.

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ONLINE PAYMENT ENTRY.

This section consists of two segments one is the member information and another is fees details.

a) Member Information.

The system generated an id which is used for further process and the corresponding details of the

member are shown in member information.

b) Fees Details

In this section applicants should have to pay fees. The fee structure depends upon the type of

application. Fees are to be paid by debit/credit card.

Select Payable Mode Select Currency Mode

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Click “Pay Now” button a new window opens which prompts to confirm the Payment.

Click on Pay button to initiate the Transaction

Choose the appropriate card type by which payment is to be done

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After choosing the card type, payment information box open, here enter the details of the card.

Card Number – Card number that initiated the transaction.

CVV – The Card Verification Value (CVV) is a 3-digit number found on the signature panel on the back

of credit card following the printed Card number.

Expiry Date –Date the Card expire.

Cardholder‟s Name - The cardholder‟s name as imprinted on the card.

Enter the character visible in the box below –These are simply characters which are to be filled in

the box.

Click Submit to complete the transaction. Click Cancel to abort the transaction

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Now a confirmed message will be displayed on your screen, here ends the application process.

Here ends the application for Fellowship………

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b) Status View After application applicant’s can view the details about attachment, payment etc .

Go to Fellowship Status View

i) Print Application:- Applicant’s details to print.

Click to print

(The details of the applicants will be displayed)

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Click to Print

1. Select the printer 2.Choose no. of copies to be printed

3. Click OK and the print starts

Here ends print of application………

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ii) View Attachment :- Details of the documents attached

Click to view Attachments

(If attachments are uploaded)

(If attachments are not uploaded)

( Member Status shows) Click for Attachments

Here the File Attachment windows open and applicant‟s have to upload their documents.

The file attachment process is same as we have seen earlier. (During Application)

Here ends view attachments………

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iii) View Payment:- Details of the payment done.

Click to view Payment

(If Payment Complete)

(If Payment is incomplete)

( Member Status shows) Click for Payment

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Here the Payment windows open and applicant‟s have to pay the fees.

The Payment process is same as we have seen earlier. (During Application)

Here ends view payments………

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iv) View Receipt:- Details of the successful payments can be documented in the form of Receipt.

( Member Status shows) Click for Receipt

A receipt containing payments details will be genetrated ,applicants‟s can take the

printout of this receipt.

Here ends view receipt………

;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;END OF FO;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;

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CERTIFICATE OF PRACTICE (COP)

a) Issue/Renewal Application :- An associate/Fellow member having some criteria can

Apply/Renew for cop.

Go to Certificate of Practice Issue/Renewal Application

If applicant‟s is elligible for COP then APPLICATION FORM FOR THE ISSUE OR RENEWAL OF A

CERTIFICATE OF PRACTICE (FORM: M3) will be displayed

This form contains some member information, and some information is to be entered by the

applicant’s.

Here we start ……………

If member does not hold any COP then Issuing will be selected

If member is a COP holder then Renewal will be selected

(Here we deals with a fresh COP application)

PERSONAL INFORMATION In this section the user make all the entries All field marked with (* )are mandatory

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OTHER DECLARATION AND PERMISSION FOR ADDITIONAL TO THE PRACTICE OF ACCOUNTANCY DETAILS This section deals with the declaration of the applicants and the Details Permission for

additional to the Additional Practice of Accountancy.

Care should be taken during selecting the declarations

Click on the Next button to proceed in the next page, where further information‟s to be entered.

DETAILS OF CURRENT EMPLOYMENT This sections deals with the current employment of

the member (if any).

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Selecting the declarations 9

If an Advocate button is selected than another sections opens “Details

of Register Council” which contains declaration 10.

If not an Advocate button is selected than remarks section will be displayed

where you can enter some information regarding cop.

Click on Save button to save the details.

Click on Back button to go to the previous page.

After Successful processing of the data application process moves to the “Office and Firm Application”.

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Office and Firms: - This section deals with the application for Office and Firms. Where the details of

the firm is to be supplied.

FORM OF APPLICATION FOR PARTICULARS OF OFFICES AND FIRMS (FORM: M5)

Select firm type (it may be Individual, Proprietary, etc)

Head Office Address: - Enter the details of head office address

Enter the details of the branch office of the firm/cost :- Enter the details of the branch

office.

After entering all the details click on Add button

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After adding the details a new row generated

Click on Edit to edit the corresponding row if required

Edit the values after edit click on Update Button

Click on Cancel Button to cancel the edit operation

After update the updated details shown below

Click on Save button to save the Firm details.

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ATTACHMENT: - The documents to be attached during COP application .

Click on Browse button to select the file from the system and then click on Attach to upload the files

one by one.

Add one by one the other document by the same process

At any instant if you want to remove any uploaded files then check the corresponding Delete column

Click on Submit button to save the Attachments

And now we move to the Payment Section.

ONLINE PAYMENT ENTRY.

This section consists of two segments one is the member information and another is fees details.

a) Member Information.

The system generated an id which is used for further process and the corresponding details of the

member are shown in member information.

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b) Fees Details

If there exist any due of a member than its details are shown in Due Details, otherwise member has

to pay their CERT. OF PRACTICE FEE only.

The Payment process is same as we have seen earlier. (During Fellow)

Here ends the application of COP………

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b) Status View :- A cop applicants can view the status of their application .

Go to Certificate of Practice Status View

i) Office & Firm: - If Office & Firm application exists, then a successful message will be displayed

about the confirmation status of Office and firm.

Click on Office & Firm

Otherwise FORM M-5 will open

Now enter the details of the Firm

As we have seen earlier. (During COP Application)

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Here ends the office and firm view application………

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ii) View: - The applicants can view the details of the COP application in read only mode.

Click on View

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Here ends the view of application………

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iii) ATTACHMENT: - If attachment exists then a successful message will be displayed

Click on Attachment.

Otherwise File Attachment Form will open, and the all the necessary documents to be uploaded.

The attachment process is same as we have seen earlier. (During COP Application)

Here ends the attachment ………

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iv) PAYMENT: - If payment done then a successful message will be displayed.

Click on Payment

Otherwise Payment Form will open, and payment should be done

The payment process is same as we have seen earlier. (During COP Application)

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Here ends the payment………

v) Receipt: - If there exists a successful payment than applicants can take the receipt of the payment

by clicking on receipt.

Click on Receipt

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Here ends the receipt generation………

vi) Print : - Applicant‟s can take print out of their application.

Click on Print

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The print application is same as we have seen earlier. (During FO Application)

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Here ends the print of application………

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C) Offices And Firm :- Member can apply for a new office and firm.

i) New Application

Go to Certificate of Practice Offices and Firm New Application

If any application for Office and Firm exists for confirmation/creation than, further new application for

Office and Firm can‟t be done, and the message will be displayed like this,

Otherwise FORM M-5 will open and applicant can apply for new offices and Firms, with attachment,

Payment as we have seen earlier.

The Office and Firm application is same as we have seen earlier. (During COP Firm Application)

Here ends the Office and Firm new application………

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ii) Changes Request Application Applicant‟s can edit the details of offices and firm application if

required, such Firm Information, Head Office Address , Address of the branch office, Member details

information etc.

Go to Certificate of Practice Offices and Firm Change Request Application

Click on Changes

After click again we can see form M-5, edit the details and click on save button.

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Applicants can add more members in Partnership Firm, Care should be taken that the member you

want to add is also a COP holder.

Enter Member No Click on Get Details

New member added

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Click on Save

Here ends the Office and Firm Changes Request Application………

iii) Firm Type Conversion Application Applicants can convert their firm type from one form to

another such as from proprietary to partnership, partnership to proprietary etc.

Go to Certificate of Practice Offices and Firm Firm Type Conversion Application

Click on Convert

After click again we can see form M-5

Change the Firm Type

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Similar process is to be done as we have seen in Changes Request Application and then save the

details.

Here ends the Office and Firm Firm type conversion application………

iv) Status View The details of all office & Firms applications by the member.

Go to Certificate of Practice Offices and Firm Status View

View :- Applicants can view the details of a particular firm.

Click to View

Here the form M-5 will open in a read only mode with the corresponding firm details.

Print :- Applicants can print the corresponding firm details in a document form.

Click to Print

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Click on Print

The Print process is same as we have seen earlier. (During FO Application)

Here ends the Office and Firm View………

;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;END OF COP;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;

ICAI User Manual

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