Good Day Blessing, We work with organisations that use a workflow similar to yours and this is how we have addressed the issue your are facing:
1. At the point of creating the loan make sure that the loan gets a standing order linked to to the client's savings account. This ensures that whenever there is an installment that is due and there are funds on the savings account a transfer will be done automatically (through scheduled Jobs) to settle that installment. 2. To make sure that the funds from the Bank make it to the savings account, from the bank statement generate a list of transactions and import them into the the individual clients savings accounts. There is an import tool for this. When that is done the rest will be automated thanks to Fineract. Let me know if you require further assistance with this. Regards. Wilfred. On Tue, 16 Jan 2024, 10:32 NYAKUBAYA Blessing, <bless...@servcred.com> wrote: > Good day all, > > Our business sells mass market loans to government employee. Their > installment deductions are withheld by the government's payroll department > and transferred directly into our bank account that we maintain with a > local commercial bank. > > The challenge we are facing is that the transfers by the government into > our bank account have become many. And capturing each client's installment > from the bank statement into the loan accounts one-by-one has become > impractical, (The bank statement has Excel Rows for customer installments > running into thousands), so we require functionality to allocate and import > those client collections in bulk. > > Now, from the current customer receipts interface, I don't see any menu > item available for the bulk import of customer receipt payments. > > May somebody please help us with a solution. I suspect we are not the > first/only ones to have run into this challenge. > > May you all have a great further. > > Regards, > > > > *Blessing **Nyakubaya* (*Founder & CEO*) > > > > [image: Image] > > > > *T :* +258 84 769 4470 / 87 769 4470 > > *W:* www.servcred.com > > *A :* Nr. 231 Av. Samora Machel, R/C, Bairro Cimento > > Urbana Nr.1, Lichinga, Moçambique. > > > _______________________________________________ > Mifos-users mailing list > Mifos-users@lists.sourceforge.net > https://lists.sourceforge.net/lists/listinfo/mifos-users >
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