How to approve a member with a main savings account on core.

Created by Judy Macharia, Modified on Wed, 20 Sep 2023 at 06:04 PM by Judy Macharia

1. On the members’ page, scroll to members list and search for the member you created on the right side right below the add member button
2. Click on the member you just added (the status should be Inactive)
3. Click on the blue Add button. On the drop-down choose Add a Savings Account.
4. Choose a savings account of your choice.
5. Fill in the amount to be saved eg 20,000 and click next
6. Choose cash as the remittance method and click next
7. Tick the box for approving terms and conditions and click next
8. Review and Submit.
9. The status of the member should now be active

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