Help Centre

Click on manage customers Click on new account Fill in new user's personal and banking details Click on finish and create

Click on Manage Customers Click on Manage Profiles (to view all members accounts) Click on the action button to suspend or delete a member's account ...

Click on Manage Customers Select Manage Profiles Click on Suspended to view all suspended accounts Click on Action Select Lift Suspension  To go back ...

Click on Manage Contributions Select Manage Profile to view a list of members Click on Action to view the savings profile of a particular member

Click on Contributions Select Pending deposits/Pending withdrawals Click on the Check mark to approve deposit/withdrawal Click on the x to disapprove de...

Click on Contributions Select Transaction log

Step1: Click on Manage Customer Select Manage Profiles Click on the Action button Select User Profile Click on Go to Savings Click on New Deposit Inp...

 Click on Manage Customer Select Manage Profiles Click on the Action button Select User Profile Click on Go to Savings Click on Funds Transfer Input ...

Click on Bank Transfers Select Pending to view pending transfers Click  Export CVS to export to a different application 

Click on Bank Transfers Select Processed Click on Action Select Mark Successful/Mark Failed as applicable