To approve a term deposit account application for a client
To approve a term deposit account application for a client, selectthe client (needs link to how to find a client). Click the General tab. The client's term deposit accounts are listed in the Saving Account Overview section.
- Ensure active term deposit accounts are displayed by clicking View Active Savings on the saving action bar.
Pending approval term deposits will be indicated with a gold color swatch and Submitted and Pending Approval in the Status column. - Click the term deposit account to be approved.
The term deposit account form will open. - Click Approve on the action bar.
The Approve Term Deposit Account page will open. - Accept the default date (today), or pick a date in the past, but not before the Submitted on date, from the pop-up calendar for Approved on.
- Capture any notes or comments in the Note field.
- Click Submit.
The term deposit account application will be modified and its status changed to Approved. The term deposit account is now ready for activation.
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UndoSavingAccountApprovalUndoApproval
UndoSavingAccountApproval| UndoApproval |
UndoApproval
To undo term deposit account application approval
| UndoApproval |
Locate the term deposit account to be unapproved by navigating to it through the client that holds the term deposit account.
- Click the Approved term deposit account that is to be unapproved.
- Click Undo Approval on the action bar.
- Type a note to explain the reason for undoing the approval.
- Click Submit.
The term deposit account application approval will be undone, and the term deposit account application status will be Pending Approval.
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