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Table of Contents (Online Help)

Time Deposit (Ind. Clients)

The page Time Deposit (Ind. Clients), allows you to view the details of the time deposits transaction of a clients all at once.

How do you view the details of the time deposits transaction all at once?

To you to view the details of the time deposits transaction of clients all at once. go to Clients/ Individual Clients/Time deposits and a screen like one below appears:

• Branch: The branch code of the client's organization will be displayed here, e.g., "KA".
• Reg. Code (Registration Code): LPF usually automatically assigns chronologically a new registration code to every new client this code will appear here e.g., "000002".
• Approved by: The name of the person who approved the client at registration will automatically appear here. e.g
• Approval date: The date the client was approved will automatically appear here e.g. "26/08/2016"
• Client Names: The 3 fields for entry of the clients' names will have all the names entered at registration filled e.g. :
• First Name: e.g "Lillian" which was compulsory.
• Middle Name: e.g "Aguti" this on is optional.
• Surname: "Kaweesi" which was also compulsory.

• Title: From the drop down, select the appropriate title for the client e.g "Mr". These titles need to be defined under Support files\Name Titles.
• Registration Date: The date the client was registered will automatically appear here e.g . "01/01/2011".
• Gender: The sex of the client at registration will appear here.
• Client Exists: This feature is necessary at registration to check if the same person or a client with similar characteristics does not already exist in your database.
• Client is also a guarantor: Tick this checkbox if the client can stand in as a guarantor to other clients. If this checkbox is not ticked, he will not appear among the acceptable guarantors.
• Client can buy shares: Tick this checkbox if the client is allowed to own shares in the organisation. If this checkbox is not ticked, he will not be able to purchase or sell shares to the company.
• The grid will display the details arranged by
  • Time deposit No,
  • Transaction No,
  • Product,
  • Transaction Type,
  • Transaction method,
  • Voucher No,
  • Time deposit amount,
  • Interest rate,
  • Last Interest, Period in Months of the time deposit and
  • The date the time deposit was withdrawn.

Contact LPF live support for more information
This service requires an Internet connection.