How to Exit a Member

Step 1; Search for the Member to Exit:

• Navigate to the member search function to locate the member you intend to exit from the SACCO.
  
  

Step 2; Close Loan Accounts:

• Pay off the outstanding loan balance or transfer funds from the member's savings to close their loan accounts.
  
  

Step 3; Withdraw Member Deposits:

• Close member deposit accounts by withdrawing the deposited amount.
  
  

Step 4; Transfer Share Capital Balances:

• Transfer the share capital balances to another designated member and subsequently close the share capital account.
  
  

Step 5; Ensure Closure of all Accounts:

• Verify that all savings and loan accounts associated with the member are successfully closed.
  
  

Step 6; Initiate Exit from Member Profile:

• Go to  the member's profile and locate the "Close" button.
  
  

Step 7; Click on the Close Button:

• Execute the exit process by clicking on the "Close" button within the member's profile.
  
  

Step 8; Confirmation of Successful Exit:

• Once the process is completed, the member's state should change from