Collection sheet

Find centers with a collection meeting and open the sheet to post repayments.

Open Collection sheet in Institution (or press Ctrl+K and type "collection sheet"). You need READ_CENTER to find meetings. Posting the sheet uses SAVECOLLECTIONSHEET_CENTER on the center.

This is the institution-wide (productive) collection sheet. It is not the collection sheet on a group or center workspace, and it is not the individual collection sheet.

What you can do

The meetings table is empty until you search. Find meetings opens a sidebar: choose an office, staff member, and meeting date, then submit. Fineract lists centers assigned to that officer that have a collection meeting on that date, with due, overdue, and collected totals. Open Find meetings again to change office, staff, or date.

Open a center name to go to that center's collection sheet, with the meeting date filled in. Generate the sheet there, mark attendance, enter repayments or disbursements, and save. See Centers.

Empty results

Before you search, the table shows an empty state with Find meetings. If no centers meet that day, check the date against the center's collection meeting calendar, or open the center from Centers and use its collection sheet directly.

No walkthrough on this page yet.

Ask for a walkthrough of this page. We use the count to decide what to record next — no name or email.

Was this article helpful?

Yes or no only — no name or email.

On this page