To make a withdrawal from a saving account
Locate the saving account by viewing the client, group , or center that holds the saving account and clicking on the saving account under Saving Account Overview.
- Select Withdraw from the action bar.
- On the Withdraw Money from Saving Account form:
- Select Transaction date from the calendar pop-up
Valid dates range from the date the account was opened to the current date - Type the Transaction amount.
- Select Payment type id from the list
- For payment types that have further details, click the + beside Show payment details and complete the relevant fields:
- Type Account#
- Type Check#
- Type Routing code
- Type Receipt#
- Type Bank#
- Click Submit.
The withdrawal will be recorded, the saving account balance updated , and the system will display the saving account view form. To view the transaction, click the Transactions tab.
Related articles
Filter by label (Content by label) |
---|
showLabels | false |
---|
max | 5 |
---|
spaces | docs |
---|
showSpace | false |
---|
sort | modified | showSpace | false |
---|
reverse | true |
---|
type | page |
---|
cql | label in ( "loans" , "portfolio" , "accounts" , "loan-account-form" ) and type = "page" and space = "docs" |
---|
labels | loans accounts portfolio loan-account-form |
---|
|