How to Close a Saving Account
To close a saving account
Locate the saving account by viewing the client, group, or center that holds the saving account and 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.
- Select Closed on from the calendar pop-up
The saving account will be closed and its status updated to Closed.
Key Error Messages
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