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Transfer Group Member(s) from one Group to Another

The report on transferred group members, displays all clients who were transferred from one group to another during a given period.

This report is capable of displaying selected client details as displayed on the dialog box.

How to Transfer Group Member(s) from one Group to Another

To Transfer Group Member(s) from one Group to Another you go to Clients/Transfer Group Member(s) from one Group to Another. A screen like one below appears:

Click on the menu Transfer members from one group to another under the Clients module.

Note that

1. Before you can be able to view the report on Transferred Group Members, you should have transferred group members under Transfer Group Member(s) from one Group to Another.

2. Though this report doesn't give the reasons why a group member was or is transferred these are some of the reasons why a group member will be transferred from one group to another.

3. A group member will have over time moved from one location to another within the jurisdiction of the MFI's program, such client can change groups.

4. A group may have a borrowing limit than another yet its members have out grown that limit such members can be transferred.

5. A group may face dissolution yet the members want to continue with the MFI such members can be transferred to other groups to continue with the MFI's programs.

6. A group member can also request for a transfer to another group for various reasons of convenience.

7. A group may split as a result of growth in membership and form a second one some members can be transferred to the second group.

• Group code: Click the Choose button a screen with a grid will pop up from which you select the group from where a member will be transferred. The corresponding group name tab will automatically display the group name from which the group member is being transferred from e.g. "Humanira".
• Membership no: Double click on this field to display the list of members from which to chose which one to transfer. The corresponding member's name tab will automatically display the group member's name being transferred.
• Identity card: The Identity card number of the member will appear here if one had been printed for them under Group Member Identification.
• Start of membership: The date that the member being transferred started his/her membership with the old group will automatically appear in this field.
• Address:

In the transfer to group:

• Group name: From the drop down select the group where the group member will be transferred to e.g. "Alianyitila"
• New Membership number:This field will automatically pop up with the new assigned number of the transferred member
• Date of transfer: By default the Date of transfer on the screen is the system date of your computer. You can change it to the date when actual transfer date.
• Transfer: Click the Transfer button to finalize the transfer.
• Or the Close button to quit

Note that

1. A group member having an outstanding loan balance cannot be transferred but will be transferred if the outstanding is cleared!

2. The old group will have a record of ending membership while the new group will show the record of the new membership with a new membership number.

3. When the savings are tracked at group member level (see System/Configuration/Savings) the member is transferred with his savings accounts balances.

4. If the new group has no savings account for the same product, the account for that product is automatically created and credited with the transferred member's savings balances. The savings balances of the old group are debited with the same amount. 

5. You can view the report on transferred members under Clients/Clients' Reports/Report on Transferred Group Members

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