Enhanced Auto-Debit Functionality
Previously, the system used a single job (in SuperAdmin set up), Jobs.AutoDebitJob , to handle auto-debit transactions, including loan repayments, savings recurrence, and member charges. This feature required enabling auto-debit for each client and linking a specific savings account, which would then be automatically debited for these transactions based on a predefined schedule.
To improve flexibility and precision in handling auto-debit transactions, three jobs have been introduced.
- Jobs.AutoRepayMemberChargesJob – Automatically debits Member Charges from the designated savings account.
- Jobs.AutoRepayLoanInstallmentsJob – Automatically debits Loan Installments based on their due dates.
- Jobs.AutoRepayScheduledPayoutJob – Automatically debits Savings Recurrence Deposits.
On the Admin side, An Auto Debit Checkbox has been added to the CPP Repayments section and the Membership Policy Mandatory Savings section, allowing automatic processing of transactions from the selected Auto Debit Savings Account for the configured types.
