Wandiika ennyingiza z'omumemba, bbanka, eby'obugagga n'essente z'oku ssimu

Omubazi

Wandiika ebyo omukulembeze by'afuna n'ebyo by'alina: ensimbi z'afuna, akaunti y'oku bbanka, ebintu bye n'kampuni y'ensimbi z'oku ssimu. Ddakika nga 3 · Amadaala 6. Era biyitibwa: ebikwata ku nsimbi z'afuna, akaunti y'oku bbanka, ensimbi z'oku ssimu, MNO, ebintu by'omukulembeze.

Ebyetaagisa

  • Okuyingira mu CAMS ng'olina obuyinza okukyusa ebikwata ku mukulembeze.
  • Ebikwata ku nsimbi z'omukulembeze, akaunti y'oku bbanka, ebintu bye n'ensimbi z'oku ssimu.

Amadaala

  1. Yingira mu CAMS Admin.
  2. Ku menu eri ku kkono, nyiga ku Client era ogguleewo pprofayiro y'omukulembeze. Amataabu g'ebikwata ku bintu gali wansi w'omutwe; Okwongerako ebiwandiiko bya KYC by'omukulembeze n'endagiriro kiraga omulongo.
  3. Nyiga ku ttaabu ya Income, oluvannyuma Add Income. Jjuzaamu Company Name, Company Address, Monthly Income ne Contract Type. Ku nnyini bizinensi, jjuzaamu era Business Address, TIN Number n'ebirala ebikwata ku bizinensi. Kola save, era omulongo omupya gujja kulabika.
  4. Nyiga ku ttaabu ya Bank, oluvannyuma Add Bank. Yingizaamu Bank Name, Account Number, BIC/Swift Code ne Branch Address, oluvannyuma kola save.

Kwekuuma: Kebera Account Number n'ekiwandiiko ky'omukulembeze eky'oku bbanka nga tonnakola save. Ennamba empanvu zisobola okutuma ensimbi mu kifo ekikyamu.

  1. Nyiga ku ttaabu ya Assets, oluvannyuma Add Asset. Yingizaamu Type, Value ne Location, era wandiika mu Comments / Notes engeri omugaso gye gwakebereddwamu, oluvannyuma kola save.

  2. Ku nsimbi z'oku ssimu, komawo ku ttaabu ya Summary. Mu Contact Information, nyiga ku kabonero k'ekkalaamu, teekaamu ekifo kya MNO (kampuni y'omukulembeze ey'ensimbi z'oku ssimu), era kola save.

    Ttaabu ya Summary ng'ekoleddwa scroll okutuuka ku Contact Information, ng'eraga ebifo bya Phone Number ne MNO n'ekkalaamu ey'okukyusizaamu eky'ekitundu ekyo
    Figure 1: Ttaabu ya Summary ng'ekoleddwa scroll okutuuka ku Contact Information, ng'eraga ebifo bya Phone Number ne MNO n'ekkalaamu ey'okukyusizaamu eky'ekitundu ekyo

Ebizibu ebya bulijjo n'Ebibuuzo Ebyebuzibwa Ennyo

  • Ebikwata ku nsimbi z'oku ssimu biri ludda wa? Mu Contact Information ku ttaabu ya Summary, nga ekifo kya MNO. Ttaabu ya Bank ekwata akaunti z'oku bbanka zokka; ebyapa eby'edda byakozesa ttaabu emu ey'awamu, n'olwekyo ebiwandiiko eby'edda bisobola okukyamya.
  • Enkyukakyuka zange tezaasigalawo. Buli ttaabu ekola save yayo ku bw'ayo. Kola save ku ttaabu gy'okolerako nga tonnaba kugenda ku ndala.
  • Tewali kabonero k'ekkalaamu ku Contact Information. Ekifo kyo tekikukkiriza kukola nkyukakyuka eyo. Buuza munno alina obuyinza okukyusa ebikwata ku bakasitoma.

Ddayo ku musomo: Obuddukanya bw'Abammemba