Fee Register

Fee Register is the consolidated record of all savings fees applied to member accounts - ledger, maintenance, dormancy, withdrawal and penalty charges. It gives a complete view of fee income and supports reconciliation, audit and member dispute resolution. Each line sits on mfi.savings.fee.

Fee Register
Fee Register — live screen from the BridgeERP MFI Suite.

Workflow

  1. Open Savings > Compliance > Fee Register.
  2. Filter by fee type, product, branch or period.
  3. Group by fee type to total each charge category.
  4. Pivot or graph the values for fee-income reporting.
  5. Drill into a line to trace the originating fee template and account.

Fields reference

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

FieldTypeRequiredDescription
Account
account_id
Link → mfi.savings.accountYesAccount
Fee Type
fee_type
Choice: Monthly Maintenance, Withdrawal Fee, Below Minimum Balance, Account Closure, Dormancy Fee, ATM/Agent Fee, Statement Request, SMS Alert FeeYesFee Type
Description
name
TextYesDescription
Amount
amount
MoneyYesAmount
Has Message
has_message
Yes/NoHas Message
Member
member_id
Link → mfi.memberMember
Branch
branch_id
Link → mfi.branchBranch
Currency
currency_id
Link → res.currencyCurrency
Company
company_id
Link → res.companyCompany
Product
product_id
Link → mfi.savings.productProduct
Charge Date
charge_date
DateCharge Date
Transaction
transaction_id
Link → mfi.savings.transactionTransaction
Status
state
Choice: Pending, Charged, WaivedStatus
Waived By
waived_by
Link → res.usersWaived By
Waived Date
waived_date
DateWaived Date
Waive Reason
waive_reason
Long textWaive Reason

Actions & buttons

Buttons available on this screen and what they do:

  • Waive This Fee

Status lifecycle

Records on this screen move through these statuses:

Pending → Charged → Waived

Notes & rules

  • Records on mfi.savings.fee with list, form, graph and pivot views.
  • Driven by the fee templates configured per savings product.
  • Central source for fee-income reconciliation and dispute handling.

Technical model: mfi.savings.fee · Record: Savings Fee Charge

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