How to Make a Withdrawal from a Saving Account

To make a withdrawal from a saving account

Locate the saving account by viewing the client, group or center that holds the saving account and clicking on the saving account under Saving Account Overview.

  1. Select Withdraw from the action bar.

  2. On the Withdraw Money from Saving Account form:

    a. Select Transaction date from the calendar pop-up Valid dates range from the date the account was opened to the current date

    b. Type the Transaction amount.

    c. Select Payment type id from the list

    d. For payment types that have further details, click the + beside Show payment details and complete the relevant fields:

    i. Type Account# ii. Type Check#

    iii. Type Routing code

    iv. Type Receipt#

    v. Type Bank#

    e. Click Submit.

The withdrawal will be recorded, the saving account balance updated and the system will display the saving account view form. To view the transaction, click the Transactions tab.

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