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Group Members Savings Statement

The Group Members Savings Statement is a general Bank Statement for group members. It is similar to the Savers Statement report that lists all transactions that have been effected on a particular account. The Group Members Bank statement lists the savings transaction details of each of the group members’ account.

Note: This report is only generated if tracking of savings is set at Group member level in Systems/Configurations /Savings.

How to view the Group Members Savings Statement

To access this report go to Savings\Savings Report\Group Members Savings Statement and a screen shown below will be displayed

Procedure

1 Open the Group Members Savings Statement dialog from Savings/Savings Reports/ Group Members Savings Statement.

2  Specify the appropriate group account number in the Account number: text box.

3 Specify the reporting dates and any other desired options.

4 Select the desired client account name (or the All group members check box) whose statement is to be generated.

5  Click on the OK command button to display the report. (The displayed report is similar to the example below)

 

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