Workspace
Portfolio Overview

Automation Settings

Configure background automation rules and intervals.

Automation Engine
Enable Operations Automation
Master switch — enables all background jobs
Payment Reminders
Due Date Reminders
Send reminder N days before installment due
Overdue Reminders
Repeat reminders for overdue installments
Finance Automation
Late Fee Calculation
Auto-apply late fees on overdue installments
Auto Commission Calculation
Compute agent commissions automatically on booking
Auto Accounting Entries
Create ledger vouchers automatically on payment
Data Quality
Data Quality Checks
Scan for missing/inconsistent records
Interval changes take effect after the next service restart.
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