Documentation Index

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Calculate Interest

  • Updated on Jun 5, 2026
  • Published on Dec 22, 2022
  • 1 minute(s) read
  • Gina Magana
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Use the Calculate Interest section to enable interest accrual for a specific client.

Configure Client-Level Interest

  1. Open the client profile.

  2. Locate the Calculate Interest section.

  3. Enter the default interest rate.

  4. Select the buckets where the interest rate should apply.

  5. Click Save.


Please Note:
Client-level interest calculations override global interest calculations.

To configure global interest calculations, go to Setup -> Preferences.


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