Tools

Tools collects the bulk-processing and utility wizards for savings - group-meeting bulk deposits, bulk interest posting, a universal search, and a general report wizard.

This section covers:

• Bulk Deposit (Group Meeting) — Bulk Deposit (Group Meeting) captures many member deposits at once, as collected during a group or field meeting, in a single batc
• Universal Search — Universal Search is a cross-cutting lookup that finds savings entities - accounts, members, transactions and references - from a s
• Bulk Interest Posting — Bulk Interest Posting runs interest capitalisation across many accounts in one batch - computing accrued interest per the schedule
• Report Wizard — Report Wizard is the general-purpose launcher for savings reports, letting staff pick a report, set parameters such as date range,