Introduction
Helps to maintain record and monitor various types of investments of business.
Mandatory Fields
| Mandatory Fields |
|---|
| Investment Details |
| Select Bank - Pre Selected (Options as per Bank Master) |
| Select Name - Pre Selected as NA (Options as per Investment Name Master) |
| Select Code - Pre Selected as NA (Options as per Investment Code Master) |
| Start Date - Pre Selected as current date. |
| End Date - Pre Selected as current date. |
Principal Amount Validation - Principal amount must be between 0.01 - 9999999999.99 |
Rate of Interest Validation - Rate of tax must be between 0.01 - 999.99 |
Maturity Amount Validation - Maturity amount must be between 0.01 - 9999999999.99 |
| Status - Pre Selected as Live (Live, Matured) |
Optional Fields
| Optional Fields |
|---|
| Notes |
Features
| Features |
|---|
| Create New |
| Modify |
| Delete |
| Renew - To update the investment. |
| Code - To create investment code master records. Code - Auto generated by System Description Feature : Modify |
| Name - To create investment name. Code - Auto generated by System Name Feature : Modify |
| Export To Excel - To download report. |
Investment Interest - Mandatory Fields
| Mandatory Fields |
|---|
| Investment No - Auto generated by System |
| Date - Pre Selected as current date. |
Amount Validation - Amount must be between 0.01 - 9999999999.99 |
| Debit / Credit - Pre Selected as Debit (Debit, Credit) |
Investment Interest - Optional Fields
| Optional Fields |
|---|
| Notes |
Investment Interest - Features
| Features |
|---|
| Create New |
| Modify |
| Delete |