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  1. Apache Fineract
  2. FINERACT-253

Charge time type on Client Charges

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    Details

    • Type: Improvement
    • Status: Open
    • Priority: Major
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Labels:

      Description

      https://mifosforge.jira.com/browse/MIFOSX-2315

      Currently client charges can only be created for a Specified Due Date.

      This poses a challenge to organizations which charges their members periodic fees e.g. Welfare Groups which charges monthly subscription fee which is an income to the organization or MFIs which does Annual Membership Renewal Fee.

      Charge time type for Client Charges to be extended to also include the following:

      • Daily - For those who would wish to charge daily fee.
      • Weekly - For those who would wish to charge Weekly fee
      • Monthly - For those who would wish to charge Monthly fee
      • Annual - For those who would wish to charge Annual fee.

      When any of the above option is selected, then a new option to specify frequency must appear so that the Admin can input number of Repeats for that particular fee (annual fee not really necessary as the charge should be for 1 year.

      ADDITIONAL COMMENT:
      Client Level Fee was partially implemented in V15.09. Membership fee functionality is missing to allow for customized drop down (see attached image). The only option is "specified date" I do not see this feature in Manage Code list, so I see no area where additional options can be added for this drop down field. There should be an option for "at client creation" so that the work flow can follow as described in: https://mifosforge.jira.com/wiki/x/eICDBQ

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            • Assignee:
              mgeiss Markus Geiss
              Reporter:
              dharp@mifos.org Dayna Harp
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              • Created:
                Updated: