www.loanperformer.com

Table of Contents (Online Help)

 

Business Savings Details

This page allow a Loan Performer user to access the Business Savings Details page.

How to access the Business Savings Details page.

To access the Business Savings Details page go to Clients/ Business clients/Business Savings Details and the following screen appear:

On this page you can view the details of the existing client's business savings Details.

N.B:
1. The entry of the business client's savings transactions in the Savings module of Loan Performer is only possible after you have opened up a savings account for this business client under Savings/Open Savings Account.

2. Also ensure that you have to enter the savings products offered by your organization to the clients at the menu System/Configuration/Products and define their settings in the System/Configuration/Savings .

Before you start opening savings accounts, you have to enter the savings products offered by your organization to the clients at the menu System/Configuration/Products and define their settings in the System/Configuration/Savings .

 

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