Working with Savings Accounts

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.

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:

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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:
      
      

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

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

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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:
   
   

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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:
   
   

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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:

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:
   
   

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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:

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