FinServ Help, Support & Guides

To post transaction via the bulk saving deposit transaction, follow the following process

1. Click on ‘Transactions’  menu from the list of menu items by the right side panel of the system
2. On the transaction page, Select the button ‘Savings Deposit Posting’ or ‘Savings Withdrawal Posting’
3. On the bulk transaction posting select the savings product
4. Select the customer’s account officer
5. This will list all the customer in that category
6. On the customer list shown you will see details of the customers, account balance, account number, etc
7. On each customer listed
   1. Enter the transaction amount
   2. Select the transaction mode (cash or bank transaction)
   3. Select the beneficiary GL account (Cash/Bank)
   4. Click on ‘Confirm’ button to submit the transaction for approval
   5. Repeat the steps above for all customer transaction needed to be posted
   6. Once you are done you can close the page
   7. All transaction will have being submitted and pending for approval.

Note that the transaction will required approval.

Once the transaction is approved, the customer account will be debited or credited and the select cash or bank GL account will be credited or debited as the case may be.