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Savers Statements

The Savers Statement (Bank Statement) lists all transactions that have been effected on a clients account in a given period. It shows the transaction particulars, the date, transaction number, voucher no, the mode and the balance on a clients account.

In addition, the report shows the date when the account was opened, the current interest rate and the current minimum balance which should have been set at System/Configurations/Savings.

How to view the Savers Statement:

To access this report go to Savings/Savings Report/Saver's Statement and a screen shown below will be displayed:

 

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  • Click on the OK command button to view the report which will look like the one below.

    As seen above, the savers statement shows the savings transactions of the savings account holder (James Dalton). There was a savings deposit and withdrawal made.

    Click on the Close button to exit.

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