How to view a member's loan account transactions.

Created by Judy Macharia, Modified on Thu, 21 Sep 2023 at 04:40 PM by Judy Macharia

A sacco staff member (with the appropriate user-role permissions) can view a member’s savings account through the following steps:

  1. Log into
  2. On the member page, search and pick the member using the search bar
  3. On the member profile page click on loans on the left navigation menu
  4. On the loans account section click on the view button on any active loans account to view the details of the account
  5. On the loans account page, click on the transactions link on the left navigation menu
  6. On the transactions section of the page click on the year in question to see a breakdown of the transactions

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