W'okwongeramu akaawunti z'okutereka n'ez'emigabo eri mmemba

Okutandika Kyakyusibwa 14 Aug 2026 Ekyafulumizibwa 1

Ekifunze

Ggulawo akawunti y'okutereka n'akawunti y'emigabo eri omukulembeze okuva ku ppulofayiro ye. Eminuti nga 3 · Amadaala 6. Era kiyitibwa: okuggulawo akawunti y'omukulembeze, okwongerako ekitereke, okwongerako omugabo, okugatta akawunti ku mukulembeze.

Ebyetaagisa

  • Okuyingira kwo mu CAMS, ng'olina obuyinza ku Client.
  • Omukulembeze ng'amaze okwewandiisa, ng'alina Status Active okuggyako nga enkola yo ekkiriza ekirala.
  • Ekintu ky'okutereka n'ekintu ky'emigabo wansi wa Settings → Products. Ekintu kino kiba n'ekigero ky'enziraasa n'enkolagana za general ledger.

Amadaala

  1. Yingira mu CAMS.

  2. Mu menu eri ku kkono, nyiga ku Client, nona omukulembeze era omu nyige ku layini ye (Engeri y'okunonamu omukulembeze eraga okunona).

  3. Nyiga ku tabu ya Accounts ku ppulofayiro.

    Akabokisi ka tabu ku ppulofayiro y'omukulembeze, nga kalina tabu ya Accounts
    Figure 1: Akabokisi ka tabu ku ppulofayiro y'omukulembeze, nga kalina tabu ya Accounts

  4. Linda okutuusa lwe wamanyi ga Savings ne Shares ganaaba gazeewoze. Wagulu waago waliwo New loan application, Add saving ne Add share.

    Tabu ya Accounts ku ppulofayiro y'omukulembeze, ng'erina obutoni bwa Add saving ne Add share waggulu w'ebibinja bya Savings ne Shares
    Figure 2: Tabu ya Accounts ku ppulofayiro y'omukulembeze, ng'erina obutoni bwa Add saving ne Add share waggulu w'ebibinja bya Savings ne Shares

  5. Nyiga ku Add saving, londa ekintu ky'okutereka, jjuzaamu ebyetaagisa era okiweereze. Omukulembeze asobola okuba n'akawunti z'okutereka eziwera singa ekintu kino kikikiriza.

  6. Ddayo ku tabu ya Accounts, nyiga ku Add share, londa ekintu ky'emigabo, maliriza amadaala agali ku sikuliini era okiweereze. Akawunti zombi kati zirabika wansi wa Savings ne Shares n'ennamba y'akawunti, erinnya ly'ekintu n'embeera.

Laba: Era osobola okutandikira ku register: Accounts → Savings → New saving, oba Shares → New share, era olonde omukulembeze munda mu foomu.

Ebizibu ebya bulijjo n'ebibuuzo ebyebuzibwa ennyo

  • Olukalala lw'ebintu luli lulere. Tandika okukola ekintu kino wansi wa Settings → Products, ku tabu ya Savings Product oba Share Product, oluvannyuma oddemu eri omukulembeze.
  • Kiki ekikyawula? Akawunti y'okutereka ekwata ssente z'omukulembeze z'atereka era n'efuniramu enziraasa. Akawunti y'emigabo ekwata obwannannyini bw'omukulembeze — ekifunze kyayo kiraga Amount Per Share ne Total Shares.
  • Akawunti empya tekuli mu lukalala. Wamanyi ga Savings ne Shares gasobola okuba nga gakyali ku kuleedinga. Ddemu okuggulawo tabu ya Accounts, oba oginoone wansi wa Accounts → Savings oba Shares, nga tonagiyongerako nate.
  • Ekigero ky'enziraasa ekikyamu, oba N/A ku nnaku. Ekigero kiva ku kintu, si ku mukulembeze. Maturity Date, Opening Date oba Interest bisobola okuba N/A singa ekintu kiba kipya oba ekifo kino tekikikwatako. Kebera oba kyusa ekintu wansi wa Settings → Products, oba olonde ekintu ekirala.
  • Nnongeddeko akawunti naye siyinza kutereka ssente. Ggulawo Accounts → Savings, nyiga ku kawunti, era okozese Online Deposit ku tabu ya Details. Akawunti ya FixedDeposits teyekola nga akawunti ya Saving eya bulijjo.

Ddayo ku musomo: CAMS Ebikulu eby'Obukulembeze