Savings

The Savings workspace is the BridgeERP MFI Suite hub for member deposit-taking: passbook and demand savings, term and recurring deposits, teller and till operations, interest and fee processing, dormancy management, and savings reporting. Use the grouped menus to move from front-office tellering through to back-office compliance and analytics.

This section covers:

• Dashboard — The Savings Dashboard gives a single-glance view of the deposit book: total balances, account counts by status, today's deposit an
• Operations — Operations covers the day-to-day life-cycle of savings accounts - opening and approving accounts, working active and dormant balan
• Teller — Teller groups the front-office cash-handling tools - the quick teller posting screen, individual and branch till management, chequ
• Transactions — Transactions is the ledger of all savings money movements - deposits, withdrawals, transfers, interest postings and fee charges -
• Compliance — Compliance brings together the control registers behind the savings book - account holds and restrictions, the fee register, the i
• Reports — Reports provides the analytical and printable outputs over the savings book - interactive pivot and graph analyses of the portfoli
• Configuration — Configuration is where the savings book is set up - global settings, savings products and their fee and interest-tier structures,