Individual collection sheet
Bulk repayments and mandatory savings for individual loans in an office.
Open Individual collection sheet in Institution (or press Ctrl+K and type "individual collection sheet"). You need READ_COLLECTIONSHEET to generate the sheet and SAVE_COLLECTIONSHEET to post it.
This is for individual (non-JLG) loans and mandatory savings. Center and group meetings use Collection sheet or the sheet on a center or group.
What you can do
The loans and savings tables are empty until you generate a sheet. Generate sheet opens a sidebar: choose an office and transaction date. Staff is optional and narrows the sheet to that officer. Submit to load loans due for repayment or disbursement and mandatory savings due that day. Open Generate sheet again to change office, staff, or date.
Enter amounts on the loan and savings tables. Leave a disbursement blank when the loan is not ready to disburse. Save collection sheet (on the results toolbar) posts repayments, disbursements, and savings deposits. Secret or payment-detail fields are not required; Fineract accepts the amounts on their own.
Empty results
Before you generate, the table shows an empty state with Generate sheet. If nothing is due, there are no individual loans or mandatory savings for that office (and staff, if chosen) on that date.
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