Multiple FD Accounts Import Enhancement

ByTrevor Ssekalaala

The system has been now enhanced to allow the import of multiple FD accounts with the same product name for the same member, providing more flexibility in managing FD accounts.

The following are steps on how to execute this.

  • Go to the client and search the member you want to import the data for.
  • Go to import then click on account at the top click download template.
  • Using the downloaded template enter the loan details which entails same loan product with multiple loan accounts.
  • Click on upload and enter all the details required. Then click upload.
  • The data will upload, confirm and click submit.

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