Interest Profile Help

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An Interest Profile is where you define the rules for calculating interest.

You can create multiple Interest Profiles allowing you to calculate interest differently for different clients.

After you have created an Interest Profile you can edit a Client record and assign the Interest Profile to that client.

Going forward, when you run the Update Interest process, the client will have interest calculated for it according to the rules specified in the Interest Profile.

If you do not assign an Interest Profile to a client then that client will not have interest calculated for their account.

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