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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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