How to add a savings account on core.

Created by Judy Macharia, Modified on Thu, 23 Jan at 11:05 AM by Nicola Njagi

  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 the amount you'd like to save (optional). If you would like to backdate a transaction before the date you are creating the account, DO NOT add an amount.

  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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