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Savings Withdrawal - General Account Information

The general account information tab displays the information about the client that you are making a withdraw for. This includes the client photo, signature, ID documents etc.

How to view the Savings Withdraw General Account Information

To view the client’s general account information you go to Savings ->Withdraw and a screen appears which looks like the one below:

• Account No.: Enter the account number in this textbox, e.g., "KA/I/000001" and click on the Next button to continue. A withdraw dialog will be displayed with the corresponding account holder’s name will be displayed. This screen has two tabs: Transaction Information and General Account Information. See below:

Click on the General Account Information tab and a screen like the one below will be displayed:

• Persons Authorized: This text box will automatically be populated with the name of the person that is authorized to make transactions on this account, e.g., "Dav, Mutebi". This should have been set at Savings -> Open Savings Accounts.
• ID cards & numbers: This text box will automatically be populated with the ID card numbers of the person that is authorized to make transactions on this account, e.g., "00-00112-COMTECH". This should have been set at Clients -> Individual Clients.
• May Sign: If the person is authorized to sign for funds withdrawals, the Yes radio button will appear ticked. This should have been set Savings -> Open Savings Accounts.
• Signatures Needed, Reg. Code: and Closed on: fields will be populated with the data that was entered for the client account at Savings -> Open Savings Accounts.

Note that the photo and signature of the client will be displayed and these should have been set at Clients -> Individual Clients.

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