Intacct Real Estate

Interest Rates Setup

Interest rates are configured through the Setup menu in the SIRE app.

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Interest Types Configuration

Interest types are managed under My Preferences:

  • This section lists all available Interest Types.

  • You can add new Interest Types using the Add button.

  • Only the Interest Types selected in My Preferences will be displayed on the Interest Rate screen.

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Adding an Interest Type

To add a new Interest Type:

  1. Click the Add button.

  2. Only Interest Types enabled in My Preferences can be created.

  3. Complete the required fields in the form.

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✏️ Editing an Interest Rate

To edit an existing Interest Type:

  • Click the three-dot menu next to the type you want to edit.

  • Select Edit to:

    • Add new rate periods.

    • Modify existing rates.

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Viewing an Interest Rate

  • Selecting View from the three-dot menu will open the Interest Type in read-only mode.

  • No edits or updates can be made in this mode.

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How It Works

When interest is accrued on a deposit, the system reads the Interest Type selected in the Interest Rate setup. Based on this, the correct Interest Rate is applied according to the period the deposit has been held.