How to Make a Deposit to a Saving Account

Owned by Laurie Wilmot (Unlicensed)
Last updated: Mar 15, 2019 by Massabe Lydiane


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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.

  1. Select Deposit from the action bar.
  2. On the Deposit Money to Saving Account form:
    1. Select Transaction date from the calendar pop-up
      Valid dates range from the date the account was opened to the current date
    2. Type the Transaction amount.
    3. Select Payment type id from the list
    4. For payment types that have further details, click the + beside Show payment details and complete the relevant fields:
      1. Type Account#
      2. Type Check#
      3. Type Routing code
      4. Type Receipt#
      5. Type Bank#
    5. Click Submit.

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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