Configuration

Configuration is where the savings book is set up - global settings, savings products and their fee and interest-tier structures, payment methods, and a set of bulk-processing and search tools.

This section covers:

• Settings — Settings exposes the global configuration for the Savings module - default products, dormancy thresholds, minimum balances, intere
• Savings Products — Savings Products defines the deposit schemes the institution offers - ordinary, junior, group, target and term products - and thei
• Fee Templates — Fee Templates define the reusable fee structures that products attach - ledger/maintenance fees, dormancy fees, withdrawal charges
• Interest Rate Tiers — Interest Rate Tiers define banded interest rates where the rate depends on the account balance - for example a lower rate up to a
• Payment Methods — Payment Methods configures the channels through which savings deposits and withdrawals can flow - cash, mobile money (M-Pesa), ban
• Tools — Tools collects the bulk-processing and utility wizards for savings - group-meeting bulk deposits, bulk interest posting, a univers