Other Details: Textbox to type any Relevant Information regarding this particular business client.
Textbox for the Notes to be displayed ..: This is the information you would like to be remembered at the moment of entry of any savings transaction of the particular business client.The notes you type in this window will appear on the screen whenever you enter the business client's registration number or savings account number for the subsequent entry of transaction. This feature could be very useful in a multi-user environment.
Client Category 1, 2 or 3: You might want to classify your clients as belonging to different categories (e.g. rural and urban; local inhabitants or refugees, etc.) so that later on you will get reports on the performance of each category of clients. In Loan Performer you have the opportunity to define up to 3 client's categories (in this case a client is the business establishment or institution) in the Support Files/Clients Category 1, 2, 3 menu. On the "Other Details" page you just select an appropriate category(-ies) for the client from the drop-down list box.
Cost Centre: Select the appropriate cost centre from the drop down list box. The cost centres should be previously defined in the Support Files/Cost Centres menu.
Registration Ended: In this field you enter the date when a business client has stopped (will stop) being a member of your organization. If the client has an outstanding savings balance, its withdrawal can be made after the end of registration date. The end of registration automatically closes all savings accounts (deposits are no longer possible). However, if there are any charges for closing savings accounts (you can set them in the System/Configuration/Register Part 1 ), you have to go to the Savings Details page and manually close accounts for all savings products one by one.
The Registration ended date can be modified or deleted afterwards. You can renew a business client's membership by deleting it. Changes in your clients' membership status can be viewed in the Report on Clients/State during a Period Report, where the general movement of your clients, details of new members and details of drop-outs are shown.
Exit Category: Select the appropriate exit category for the business client from the drop down list box. The exit categories should be previously defined in the Support Files/Exit Categories menu.
Reason: This is an optional field where you can enter a reason for ending the business client's membership.