Workflow
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1
Open the register
Under SACCOS open Members. Search by Name, member number or phone. The list shows each member's status, date joined, shares, compulsory savings, entrance fee and arrears.
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2
Register a member
Choose Register member and fill the same KYC form as a borrower: identity, contact details, next of kin and Member disclosures. When approval is required, the member becomes active once a checker approves.
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3
Collect the entrance fee
On the member's page choose Collect entrance fee, enter the Receipt reference and choose Collect fee. The badge changes from Unpaid to Paid.
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4
Record nominees
On the Nominees tab choose Add nominee and enter the Full name, Relationship, Phone, National ID, Share %, First witness, Second witness and Nominated on. Shares across nominees add up to no more than 100%. Use Revoke to end one.
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5
Suspend, reinstate or exit
Choose Suspend or Reinstate and give the Reason. Request exit takes the Reason, the account to refund from (Refund from), the Voucher reference and Notes, and goes for approval. An exit is blocked while the member has loans, pledged guarantees or unpaid fines.
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6
Accounts and requests
Accounts and postings opens the member's shares and savings accounts. The Requests tab shows what the member sent from the member app (see Member Requests).
