Create a Related Rate
- A related rate is an updated interest rate that can be inserted into the interest rate formula. To create a related rate:
- Open Union Fusion.
- Navigate to Remittance > Settings > Interest.
- Select the interest formula to which you would like to add a new rate.
- Within the interest formula profile, select the Actions drop down on the left side of the screen, then choose Add Rate.
- Choose a new effective date and a new rate, then select Save Rate.