FinServ Help, Support & Guides

The process is needed to allow a customer account to allow overdrawn with –ve balance

1. Click on ‘Customers’ menu from the list of menu items by the right side panel of the system
2. On the customer page search for the customer by entering the customer name on the search text box
3. Once the customer name appear on the customers data list
4. Click on the yellow ‘Manage’ button to access the customer page
5. Go to the account tab to see customer accounts
6. Click on ‘Edit’ button to edit the account. This will take you to the edit page
7. On edit page, change the overdraft status to ‘Yes’ and click update button
8. This will enable the overdraft on the account.