Group Savings Details

On this page you can be able to view the transaction of Group Savings Details of the group clients.

Note that: The entry of the group's savings transactions in the Savings module of Loan Performer is only possible after you have opened up a savings account for this group on this page.

How to view the Group Savings Details

To view the Group Savings Details, go to Clients/group clients/Group Savings Details and the following screen will appear

Opening date: This is the date the client opened the savings account for the particular product e.g. "01/01/2001".

Please note that it is not possible to enter any savings transactions before the opening date of the account.

Default Savings Product? If the check-box for this option is activated then this product will be the first option on the screen at the entry of the "Deposit" or "Withdrawal" in the Savings module.

Note that a product is given default status at opening of that savings product under the menu Savings/Open Savings Account.

This feature may help to speed up the data entry in organizations where most of the savings transactions are done in one particular product.

No Withdrawals Allowed? Activating this check-box will disallow withdrawals and transfers from the savings account for the specified product.

Account on Hold? You will temporarily deactivate the account by marking this check-box. No transactions are possible for the account while it is on hold. Removing the checkmark reverses the option.

ATM Card number: This field is read only, the ATM card number will automatically appear e.g. "00000218".This number should have been entered under Savings/Open Savings Account but cards are created under Savings/Credit and debit cards.

Total approved credit for savings and loans: This option allows a user to set Overdrafts for clients by entering the maximum negative amount a client can withdraw from their savings accounts e.g. "1,500,000". For it to become functional, you need to de-activate the option "Overdraft protection?", under the menu Configuration/Savings/Savings Accounts Settings. Here you can indicate the maximum allowable amount of overdraft. Every time at entering savings withdrawals Loan Performer will be performing a check on the negative balances.

Approval date: Here you enter the last date when the overdraft should be cleared e.g. "01/01/2020".

Restrict balance to approved amount: Once this option is ticked then the system will restrict the overdraw amount to the amount approved.

Print statement: Click on this button to view the savers statement of the client. This statement will have the details of the transactions to-date.

Please note that information in the table on the right side of the page is automatically updated by Loan Performer at the entry of savings transactions in the Savings module and is not modifiable at this page.

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

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Table of Contents (Online Help)

Group Savings Details

Note that: The entry of the group's savings transactions in the Savings module of Loan Performer is only possible after you have opened up a savings account for this group on this page.

Note that a product is given default status at opening of that savings product under the menu Savings/Open Savings Account.

This feature may help to speed up the data entry in organizations where most of the savings transactions are done in one particular product.

Please note that information in the table on the right side of the page is automatically updated by Loan Performer at the entry of savings transactions in the Savings module and is not modifiable at this page.

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

www.loanperformer.com

Table of Contents (Online Help)

Group Savings Details

Note that: The entry of the group's savings transactions in the Savings module of Loan Performer is only possible after you have opened up a savings account for this group on this page.

Note that a product is given default status at opening of that savings product under the menu Savings/Open Savings Account.This feature may help to speed up the data entry in organizations where most of the savings transactions are done in one particular product.

Please note that information in the table on the right side of the page is automatically updated by Loan Performer at the entry of savings transactions in the Savings module and is not modifiable at this page.

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

Note that a product is given default status at opening of that savings product under the menu Savings/Open Savings Account.

This feature may help to speed up the data entry in organizations where most of the savings transactions are done in one particular product.

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