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USE THIS TEMPLATE TO CREATE SLIDES:  Code In Format.pptxCode In Format.pptx

After the client has been approved and the client account created in the system, an account may be opened.

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1. Select the account from the Client list OR use the search bar and key in the client’s name.
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2. On the “General” tab, select +New Savings from the blue navigation bar.
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3. From the drop down menu, select the type of account that is being opened.
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4. Complete the fields on screen.  Most of these will be pre-filled based on the organization’s product set up parameters.  Press Submit.
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5. Review the information on screen.  If it is all correct, click on “Approve” in the blue navigation bar. (NOTE – VERIFY YOUR ORGANIZATION’S PROCEDURES AND ADJUST THIS PROCEDURE ACCORDINGLY.)
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6. Enter the Approved On date.  This will generally be the same date, however, the approval may be on a date prior, so verify the date and enter the correct date.
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7. If there are any notes for the account, enter them in the “Note” field.
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8. Review the information on screen and if it is correct, press “Submit.”
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9. The system will return to the “General” screen.  Click on the account OR click on the blue arrow in the “Actions” to make a deposit.
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10. Enter the transaction date, the transaction amount and, using the drop down menu, select the payment type.
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11. If your organization uses the “Show Payment Details”, enter the Account#, Cheque#, Routing code, Receipt and Bank#.
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12. Review the information on the screen and if it is correct, press “Submit.”
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