ICAI

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Manual Version and Date

Version 1.0
Released On Dec 01, 2012

Manual Creator
Versicle Solution

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CONTENTS

1. Overview 3
2. Home Page .. 4
3. Member Login 5-6
Fellowship (FO) Member Applications
4.
Application7-16
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 Application42-44
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

Enter Member No

Application

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 members 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)

Continue

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c)

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 informations to be entered.

DETAILS 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

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Select Currency Mode

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.

Cardholders Name - The cardholders 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.

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Click Cancel to abort the transaction

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 applicants can view the details about attachment, payment etc .
Go to Fellowship

Status View

i) Print Application:- Applicants 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 applicants 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)

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Click for Payment

Here the Payment windows open and applicants 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 ,applicantss 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 applicants 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
applicants.

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 informations 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

office.

:- Enter the details of the branch

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 : - Applicants 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 cant 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 Applicants 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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;

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