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

Add it to your plan Start free trial

No extra charge. Free instant access, no credit card required.

Works with

Members

Savings in the Bridge MFI Suite: Savings and deposit products, interest posting, standing orders and statements

See it running

Savings, screen by screen

Real screens from the running product.

What's inside

Everything in Savings

81 items in 11 areas, every one shipping with the app today.

Reports
- Portfolio Summary
- Portfolio Summary (PDF)
- Dormancy Analysis
- Dormant Accounts (PDF)
- Interest Analysis
- Account Statement (PDF)
- Fee Analysis
- Branch Comparison
- FD Maturity Profile
- Account Type Distribution
- Transaction Analysis
- Export to Excel
- Dormancy Aging (PDF)
Transactions
- All Transactions
- Today's Transactions
- Deposits
- Withdrawals
- Interest Postings
- Fee Charges
- Transfers
- Mobile Money Unmatched Queue
- Mobile Money Reversals
- Standing Orders
- OTP Challenges
Cash Office
- Branch Vaults
- Movements
- Pending Topup Requests
- Reconciliations
- Cash in Transit
- Cash Policies
- Cash Incidents
- Branch EOD Sessions
- Cash Position
Configuration
- Settings
- Bulk Deposit (Group Meeting)
- Savings Products
- Bulk Interest Posting
- Fee Templates
- Report Wizard
- Interest Rate Tiers
- Payment Methods
Operations
- Active Accounts
- Fixed Deposits
- All Accounts
- Recurring Deposits
- Pending Approval
- Dormant Accounts
- Frozen Accounts
- Mobile Money Push Deposit
Compliance
- Account Holds
- Fee Register
- Interest Schedule
- Mobile Money Logs
Teller
- My Till
- All Tills
- Cheques
Documents it prints
- Account Statement
- FD Certificate
- Savings Portfolio Summary
- Transaction Receipt (A4)
- Transaction Receipt
- Deposit Receipt
- Withdrawal Receipt
- Transfer Receipt
It runs by itself
- MFI: Cheque Clearing Auto-ConfirmRuns daily
- MFI Savings: Daily Interest CalculationRuns daily
- MFI Savings: Interest PostingRuns daily
- MFI Savings: Standing Order ExecutionRuns daily
- MFI Savings: Dormancy DetectionRuns daily
- MFI Savings: Monthly Maintenance FeesRuns monthly
- MFI Savings: Minimum Balance FeeRuns monthly
- MFI Savings: FD/RD Maturity CheckRuns daily
Guided assistants
- Config Settings
- Pay Referral Bonus Wizard
- Print Passbook Wizard
- Make Deposit
- Make Withdrawal
- Transfer Between Accounts
- Close Savings Account
- Savings Report Wizard
Suspense Ledger
- Suspense Ledger

Works with

What Savings works with

Savings shares one database with the rest of the Bridge MFI Suite and BridgeERP: these are the apps it already talks to, with nothing to buy in between.