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How to Make a Deposit to a Saving Account
How to Make a Deposit to a Saving Account
To make a deposit to 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 Deposit from the action bar.
- On the Deposit Money to 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#
- Type Account#
- Click Submit.
- Select Transaction date from the calendar pop-up
The deposit 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.
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