To close a saving account
Locate the saving account by viewing the client, group, or center that holds the saving account and clicking click on the saving account under Saving Account Overview.
- Select More and Close from the action bar.
- On the Close Saving Account form:
- Select Closed on from the calendar pop-up
Valid dates range from the date the account was opened to the current date - Type a descriptive Note.
- Click Submit.
The saving account will be closed and its status updated to Closed.
Related articles
Filter by label (Content by label) |
---|
showLabels | false |
---|
max | 5 |
---|
spaces | docs |
---|
showSpace | false |
---|
sort | modified |
---|
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 |
---|
|