Ideas for the Mambu Banking Engine

Additional filtering options in the "Repayments Collection" view

What: Add the same filters in the "Repayments Collection" view as available for other custom views under "Loans". 
 
Why: In order to make it easier to post repayments in bulk using this tool. For example, if some accounts should be excluded based on a custom field (specific Bank Name), or account state (if payments on accounts in arrears come from an external agency managing these loans), they cannot be filtered but need to be skipped from the list instead. This makes reconciliations more challenging (for example with a bank statement), as well as increases a risk of making a mistake, especially with a high number of transactions to be posted.
  • Dorota Nosal
  • Aug 22 2017
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