Working with Savings Accounts

Owned by Ishan Khanna
Last updated: Mar 18, 2019 by Janiline EbaiVersion comment
3 min read

A user who wants to interact with savings accounts can view details, such as the Account Balance, Total Deposits, Total Withdrawals, and Interest Earned. A list of recent transactions is conveniently shown to the user, containing the date, type (withdrawal/deposit), and amount of the transaction.

On this page:

Prerequisites: Logging in and Opening Clients

Before you can do anything, you must to do the following:

  1. You need to be logged in. (See Login/Logout)

    1. Once you are logged in, it should take you to a screen similar to the following:


  2. Open a client whose savings account you want to make a deposit/withdrawal to. (See Search & View Client Details)
    1. To open a client, first tap the menu in the action bar in the top left corner (three lines). A menu should pop up as the following:



    2. Tap Clients. This will take you to a list of clients which you can select from. A sample list is shown below:



    3. From there, you can scroll through to find your client and select it. A sample client is shown below:

View Savings Account

  1. Tap the plus button next to Savings Accounts to expand and view the savings accounts for the client. A sample screen is shown below:



  2. Tap the savings account you want to view. It will take you to the Summary page for that account, which will look like the following:

Note: Transactions with amounts in Green are deposits whereas transactions with amounts in Red are withdrawals.

Make a Withdrawal/Deposit

To make a withdrawal/deposit, do the following:

  1. Following the steps to view a savings account, select the savings account you would like to make a withdrawal/deposit. See above for a sample savings account summary.
  2. Either tap the Make Withdrawal to make a withdrawal or Make Deposit to make a deposit.

  3. Fill out the necessary fields. Note: The process is the same, regardless whether you are making a withdrawal or deposit. Sample screens are shown below:

    Field Name (attribute)DescriptionExampleValidations (if applicable)
    DateClick on the date to select the date of transaction. By default it shows current date.
     
    		1. Date should not be in the future. 2. Date should not be before the savings account was functional
    AmountEnter a non-negative and non-zero decimal number.100.00Amount should be > 0
    Payment TypeFrom the drop down, choose the type of payment.Wire TransferNone

     

  4. Tap the blue Review Transaction when you are done. You can click on the Back Button to make any changes and reconfirm. It will bring up a dialog where you must confirm the payment. Sample screens are shown below:

     

  5. Tap Process Transaction. You will get a success message if the transaction was successful, as well as the Transaction ID. It should look like the following: