Details
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Improvement
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Status: Open
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Minor
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Resolution: Unresolved
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None
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None
Description
- A client would like to reinvest FD voluntarily since he sees no use for his money for some time. He then has to decides what amount or portion to reinvest after the first maturity is expired. Option can include rollover of principal only, rollover of principal and interest, transfer of balance to another account (make linked account dynamic .ie ability to select loan, shares or savings account and also a GL Account), etc
- If the selected option involves rollover, a Rollover End Date should be entered i.e the date when you want the rollover transaction to stop.
- Reuse same account no on rollover.