How to Activate a Saving Account
To activate a saving account for a client
To activate a saving account for a client, select the client (needs link to how to find a client). Click the General tab. The client's saving accounts are listed in the Saving Account Overview section.
- Ensure that saving accounts which are not closed are displayed by clicking View Active Savings on the saving action bar.
Pending activation savings will be indicated with a blue color swatch and Activated in the Status column. - Click the saving account to be activated.
The saving account form will open. - Click Activate on the action bar.
The Activate Saving Account page will open. - Accept the default date (today), or pick a date in the past, but not prior to the approved on date, from the pop-up calendar for Activated on.
- Click Submit.
The saving account will be modified and its status changed to Active. The saving account is now ready to be used.
To activate a group saving account
To activate a saving account for a group, select the group (needs link to how to find a group). Click the General tab. The group's saving accounts are listed in the Saving Account Overview section.
- Ensure that saving accounts which are not closed are displayed by clicking View Active Savings on the saving action bar.
Approved saving accounts will be indicated with a blue color swatch and Approved in the Status column. - Click the saving account to be activated.
The saving account form will open. - Click Activate on the action bar.
The Activate Saving Account page will open. - Accept the default date (today), or pick a date in the past, but not prior to the approved on date, from the pop-up calendar for Activated on.
- Click Submit.
The saving account will be modified and its status changed to Active. The saving account is now ready to be used.
To activate a center saving account
To activate a saving account for a center, select the center (needs link to how to find a center). Click the General tab. The center's saving accounts are listed in the Saving Account Overview section.
- Ensure that saving accounts which are not closed are displayed by clicking View Active Savings on the saving action bar.
Approved saving accounts will be indicated with a blue color swatch and Approved in the Status column. - Click the saving account to be activated.
The saving account form will open. - Click Activate on the action bar.
The Activate Saving Account page will open. - Accept the default date (today), or pick a date in the past, but not prior to the approved on date, from the pop-up calendar for Activated on.
- Click Submit.
The saving account will be modified and its status changed to activated. The saving account is now ready to be used.
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