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 batch rather than one teller posting at a time. It speeds up posting for group-based methodologies and ensures the meeting's collections reconcile to the cash banked.

Workflow

Open Savings > Configuration > Tools > Bulk Deposit (Group Meeting).
Select the group or meeting and the deposit date.
Enter each member's deposit amount on the batch line.
Confirm the batch total matches the cash collected.
Post the batch; individual deposits credit each member account.
Review the resulting postings in Today's Transactions.

Fields reference

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

Field	Type	Required	Description
Branch `branch_id`	Link → mfi.branch	—	Filter accounts by branch
Product `product_id`	Link → mfi.savings.product	—	Filter accounts by product
Deposit Date `deposit_date`	Date	Yes	Deposit Date
Channel `channel_id`	Link → mfi.loan.repayment.channel	—	Channel
Reference `reference`	Text	—	Reference
Deposits `line_ids`	List	—	Deposits
Total Amount `total_amount`	Money	—	Total Amount
Currency `currency_id`	Link → res.currency	—	Currency
Line Count `line_count`	Number	—	Line Count

Actions & buttons

Buttons available on this screen and what they do:

Load Accounts
Process All Deposits

Notes & rules

Wizard on mfi.savings.bulk.deposit.wizard for batch posting.
Built for group methodology and field-collection workflows.
Batch total should reconcile to cash banked before posting.

Technical model: mfi.savings.bulk.deposit.wizard · Record: Bulk Deposit Wizard