Batch posting
This program allows you to process batch postings for various scheduled events. Before Curtains can post the entries you must specify the settings which the postings will be based upon.
User defined options

Transaction selection
- Loan applications = Process all scheduled loan applications.
- Revolving credit authorisations = Process all scheduled revolving credit authorisations.
- Revolving credit withdrawals = Process all scheduled revolving credit withdrawals.
- Scheduled share/saving withdrawal = Process all scheduled share/saving withdrawals.
- Scheduled share to loan transfers = Process all scheduled share to loan transfers.
Loan options (only available when loan applications selected)

|
Post all loans = Post all loans, regardless of loan type.
Post only clear loans = Post only clear loans.
Post only top-up loans = Post only top-up loans.
Post only tagged loans = Post only loans that have been tagged.
Note: To tag loans open the Loan application selection wizard. Click "Next" to open the selection criteria page, then select the type of loans to display and click "Next" to view the loans on file. To tag a loan click on the row which displays the loan and an "*" will appear in the tag column. Click "Next" and select the option "I'll finish later" and then click "Finish" to close the wizard.
|
Posting settings
- Entries up to = Items scheduled that fall after the date entered here will not be posted. (User defined)
- Batch number = A user defined batch reference (optional)
- Fixed posting date = If this option is selected (
) then the scheduled date will be used. If this option is not selected (
) the user defined date will be used instead.
- Narrative = A user defined narrative can be stamped on the transactions posted. If the narrative is left as "Automatic", Curtains will use the default narrative dependant on the type of transaction posted.
Once all criteria has been entered, click
to post.
As the postings are made, a quick preview is shown as Curtains goes through your members accounts. An overall total is calculated and displayed at the end of this batch posting.
