Savings Accounts

Open voluntary savings, post deposits and withdrawals, and print a member's statement.

Workflow

  1. 1

    Find the accounts

    On a member's page choose Accounts and postings. The Savings accounts section lists the member's shares, compulsory savings and voluntary savings accounts; one not yet opened shows Not opened.

  2. 2

    Open voluntary savings

    On the voluntary savings row choose Open account. In Open voluntary savings enter the Passbook number and Opened on date, tick Disclosure accepted, and choose Open account.

  3. 3

    Post a deposit or withdrawal

    Choose Record transaction. In Record savings transaction pick the Savings account and the Transaction type (Contribution, Withdrawal or Adjustment; a cashier sees Contribution only), the Branch cash account, the Amount, Reference and Notes, and choose Post transaction.

  4. 4

    Print a statement

    Choose Statement on an account row to see Total in, Total out and the Closing balance for a period. The Transactions tab filters Deposit, Withdrawal and Adjustment, with each one's status (Pending, Completed, Failed or Rejected).

  5. 5

    From the staff app

    In the app, More → Savings & capital → Post transaction records a Deposit, Withdrawal or Share purchase.