BridgeERP

Bridge MFI Suite · banking

Savings

$0.35 per user/mo

Savings and deposit products, interest posting, standing orders and statements.

Works withMembers
Savings screen
01

Reports

Tracked with account number, member and product — shown as a list, pivot, graph or calendar. 1,211 in the live demo.

  • Portfolio Summary (PDF)A guided assistant — fill it in once and it writes every record it touches.
  • Dormancy AnalysisTracked with account number, member and product — shown as a list, pivot or graph. 1,211 in the live demo.
  • Dormant Accounts (PDF)A guided assistant — fill it in once and it writes every record it touches.
Savings — Reports
02

Transactions

Tracked with account, member and branch — shown as a list, form, graph or pivot. 7,717 in the live demo.

Today's TransactionsTracked with account, member and branch — shown as a list, form or graph. 7,717 in the live demo.
DepositsTracked with account, member and branch — shown as a list, form, graph or pivot. 7,717 in the live demo.
WithdrawalsTracked with account, member and branch — shown as a list, form, graph or pivot. 7,717 in the live demo.
Interest PostingsTracked with account, member and branch — shown as a list, form, graph or pivot. 7,717 in the live demo.
Fee ChargesTracked with account, member and branch — shown as a list, form, graph or pivot. 7,717 in the live demo.
TransfersTracked with account, member and branch — shown as a list or form. 7,717 in the live demo.
03

Cash Office

Tracked with branch, vault keeper / cash officer and vault balance — shown as a kanban board, list or form. 58 in the live demo.

MovementsTracked with vault, branch and type — shown as a list or form. 210 in the live demo.
Pending Topup RequestsTracked with vault, branch and type — shown as a list or form. 210 in the live demo.
ReconciliationsTracked with vault, branch and date — shown as a list or form. 78 in the live demo.
Cash in TransitTracked with vault, branch and direction — shown as a list or form.
Cash PoliciesTracked with branch, teller tier and default opening float — shown as a list or form. 85 in the live demo.
Cash IncidentsTracked with reference, kind and state — shown as a list or form.
04

Configuration

A guided assistant — fill it in once and it writes every record it touches.

Bulk Deposit (Group Meeting)A guided assistant — fill it in once and it writes every record it touches.
Savings ProductsTracked with product code, product type and annual interest rate (pct) — shown as a list or form.
Bulk Interest PostingA guided assistant — fill it in once and it writes every record it touches.
Fee TemplatesTracked with product, fee type and calculation — shown as a list or form.
Report WizardA guided assistant — fill it in once and it writes every record it touches.
Interest Rate TiersTracked with product, from balance and to balance — shown as a list or form.
05

Operations

Tracked with account number, member and product — shown as a list, kanban board, form, graph, pivot or calendar. 1,211 in the live demo.

Fixed DepositsTracked with savings account, member and branch — shown as a list, form or calendar. 95 in the live demo.
All AccountsTracked with account number, member and product — shown as a list, kanban board, form, graph or pivot. 1,211 in the live demo.
Recurring DepositsTracked with savings account, member and branch — shown as a list, form or calendar. 62 in the live demo.
Pending ApprovalTracked with account number, member and product — shown as a list or form. 1,211 in the live demo.
Dormant AccountsTracked with account number, member and product — shown as a list or form. 1,211 in the live demo.
Frozen AccountsTracked with account number, member and product — shown as a list or form. 1,211 in the live demo.
06

Compliance

Tracked with account, member and branch — shown as a list or form. 82 in the live demo.

Fee RegisterTracked with account, member and branch — shown as a list, form, graph or pivot. 103 in the live demo.
Interest ScheduleTracked with account, member and branch — shown as a list, form, graph or pivot. 527 in the live demo.
Mobile Money LogsTracked with direction, type and payload — shown as a list or form. 28 in the live demo.
07

Teller

Tracked with teller, branch and state — shown as a form or list. 89 in the live demo.

All TillsTracked with teller, branch and state — shown as a list or form. 89 in the live demo.
ChequesTracked with savings account, member and cheque no. — shown as a list or form. 88 in the live demo.
08

Suspense Ledger

Tracked with reference, source and debit account — shown as a list, form or pivot. 27 in the live demo.

09

Documents it prints

Printed as a PDF straight from the record, on your own letterhead.

FD CertificatePrinted as a PDF straight from the record, on your own letterhead.
Savings Portfolio SummaryPrinted as a PDF straight from the record, on your own letterhead.
Transaction Receipt (A4)Printed as a PDF straight from the record, on your own letterhead.
Transaction ReceiptPrinted as a PDF straight from the record, on your own letterhead.
Deposit ReceiptPrinted as a PDF straight from the record, on your own letterhead.
Withdrawal ReceiptPrinted as a PDF straight from the record, on your own letterhead.
10

It runs by itself

Runs every 1 days, unattended — nobody has to remember it.

MFI Savings: Daily Interest CalculationRuns every 1 days, unattended — nobody has to remember it.
MFI Savings: Interest PostingRuns every 1 days, unattended — nobody has to remember it.
MFI Savings: Standing Order ExecutionRuns every 1 days, unattended — nobody has to remember it.
MFI Savings: Dormancy DetectionRuns every 1 days, unattended — nobody has to remember it.
MFI Savings: Monthly Maintenance FeesRuns every 1 months, unattended — nobody has to remember it.
MFI Savings: Minimum Balance FeeRuns every 1 months, unattended — nobody has to remember it.
11

Guided assistants

A guided step-by-step job that validates everything before it writes anything.

Pay Referral Bonus WizardA guided step-by-step job that validates everything before it writes anything.
Print Passbook WizardA guided step-by-step job that validates everything before it writes anything.
Make DepositA guided step-by-step job that validates everything before it writes anything.
Make WithdrawalA guided step-by-step job that validates everything before it writes anything.
Transfer Between AccountsA guided step-by-step job that validates everything before it writes anything.
Close Savings AccountA guided step-by-step job that validates everything before it writes anything.

Members, savings and loans — one ledger, one suite.

Everything from member onboarding to regulator returns, running on the same books — with a full audit trail behind every posting.