Group Social Fund

Tracks the group social (savings) fund that members contribute to as a safety net and partial security for the group loan. The record shows balances, contributions and any drawdowns. This pooled fund reinforces commitment and can cushion the group against an individual member's missed instalment.

Group Social Fund
Group Social Fund — live screen from the BridgeERP MFI Suite.

Workflow

  1. Open Group Social Fund under Finance.
  2. Select the group to view its fund balance.
  3. Record member contributions collected at meetings.
  4. Log any approved drawdown or withdrawal.
  5. Reconcile the running balance against meeting collections.

Fields reference

Every field on this screen, drawn from the live data model.

FieldTypeRequiredDescription
Website Messages
website_message_ids
List—Website communication history
Group
group_id
Link → mfi.group.groupYesGroup
Member
member_id
Link → mfi.memberYesMember
Savings Date
savings_date
DateYesSavings Date
Operation
operation
Choice: Contribution, Withdrawal, Emergency Loan, Loan RepaymentYesOperation
Amount
amount
MoneyYesAmount
Has Message
has_message
Yes/No—Has Message
Ratings
rating_ids
List—Ratings
Name
name
Text—Name
Notes
notes
Long text—Notes
Company
company_id
Link → res.company—Company
Currency
currency_id
Link → res.currency—Currency

Notes & rules

  • Model mfi.group.savings; the pooled group social/savings fund.
  • Acts as commitment savings and partial loan security.
  • Holds contributions, withdrawals and running balance.
  • Reconciles with meeting collection records and the GL.

Technical model: mfi.group.savings · Record: Group Internal Social Fund Savings

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