Bulk Interest Posting

Bulk Interest Posting runs interest capitalisation across many accounts in one batch - computing accrued interest per the schedule and posting it to member accounts for a product or the whole book. It is the periodic back-office process that credits earned interest to savers.

Workflow

Open Savings > Configuration > Tools > Bulk Interest Posting.
Select the product(s) and posting period.
Preview the computed interest from the schedule.
Confirm the totals before committing.
Run the posting; interest credits each eligible account.
Verify the entries in Interest Postings and the Fee/Interest analyses.

Fields reference

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

Field	Type	Required	Description
Branch `branch_id`	Link → mfi.branch	—	Leave blank for all branches
Product `product_id`	Link → mfi.savings.product	—	Leave blank for all products
Minimum Accrued Interest `min_accrued`	Decimal	—	Only post if accrued interest exceeds this amount
Posting Date `posting_date`	Date	Yes	Posting Date
Accounts to Process `preview_count`	Number	—	Accounts to Process
Total Interest to Post `preview_total`	Decimal	—	Total Interest to Post

Actions & buttons

Buttons available on this screen and what they do:

Post Interest

Notes & rules

Wizard on mfi.savings.bulk.interest.wizard for batch capitalisation.
Posts accrued interest from the Interest Schedule to accounts.
Run periodically per the product's interest frequency.

Technical model: mfi.savings.bulk.interest.wizard · Record: Bulk Interest Posting Wizard