How to add a savings account on core.

Created by Judy Macharia, Modified on Wed, 20 Sep 2023 at 06:16 PM by Judy Macharia

  1. On the main page, search for your member and click on them.

  2. On the right side of the member's profile, click on the blue 'add' button

  3. Select your savings account

  4. Choose your savings account of preference and click on it

  5. Enter amount you'd like to save (optional)

  6. Add the remittance amount, method and frequency

  7. Check the terms and conditions box

  8. Review the details

  9. Click on submit

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