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Modify savings Transactions

The Modify Transactions menu enables you to make changes to the savings transactions that you have entered earlier without having to delete them first.

How to modify a Savings Transaction

To modify a savings transaction you go to Savings->Modify Transactions and a screen appears which looks like the one below:

• Transaction No: Enter the transaction number in this textbox, e.g., "1400200000" and click on the Look button to view the transaction details.
• Extend: In case you are not sure of the transaction number, click on this button to select the client for whom you want to modify transactions. A screen like the one below will be displayed:

• Account No: Enter the clients account number in this textbox or click on the Choose button to select the client from the list that will be displayed.

All the transaction for the selected client will be displayed as shown below:

In the list of transactions displayed, click on the transaction that you want to modify and then click on the Look button to view its details. A screen like the one below will be displayed:

You can then change the data in the relevant fields and then click on the Save button to complete the transaction modification. You will not be able to modify the Transaction No:, Account, Name and Product at this window.

You can view the report of modified savings transactions at Savings->Savings Reports->Modified savings Transactions Report.

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