Kwataganya ebisoloozeddwa ku Akawunti y'Obusuubuzi ne banka yo

Ekifundikira

Soma tabbi za Business Account mu nteekateeka entuufu, olyoke ososole enjawulo wakati w'ensimbi eziri mu wallet n'ensimbi eziri mu banka yo.

Eminuti nga 6 - Amadaala 8. Era kiyitibwa: WBA, pending settlement, wallet reconciliation, business account statement.

Ebyetaagisa

  • Okuyingira Wakandi Admin Portal eraga Business Account ku ludda olwa kkono.
  • Sitatiimenti y'ebya banka y'ekiseera ky'olondoola.

Amadaala

  1. Ggulawo Wakandi Admin Portal n'oyingira.

  2. Ku ludda olwa kkono, nyiga Business Account. Lindirira okutuusa omutwe gw'akaawunti ne tabbi esooka lwe zimala okuggulawo.

  3. Soma ennamba eziri waggulu: Fees Wallet, Due Amount ne Status.

  4. Beera ku Collection and Disbursements, tabbi esookerwako. Soma Balance ne Pending Settlement, oluvannyuma soma akawandiiko k'amawulire akali ku tabbi. Ensimbi zokka eziri mu Pending Settlement ze zigenda mu banka yo mu kiseera eky'okukwataganya ekiddako.

    Collection and Disbursements tab with Balance and Pending Settlement cards above the settlement note and collection rows
    Figure 1: Collection and Disbursements tab with Balance and Pending Settlement cards above the settlement note and collection rows

  5. Kka wansi ku lukalala. Kebera Timestamp, Transaction Id, Status, Settlement (Pending oba Completed), Type (nga eky'okulabirako COLLECTION), Description ne Amount. Kozesa akabokisi k'okunoonya okunoonya omulongo gumu.

  6. Nyiga Transactions. Tabbi eno egatta ebika nga COLLECTION, SERVICE_FEE ne MARK_UP. Kozesa Search ne Add Filters okubyawula. Soma Type ne Description wamu.

  7. Nyiga Expenditure okulaba ensimbi ezisibiddwa ku akaawunti. Kebera Status, Type, Client/Member, Description ne Amount. Kuba Convenience Fee swicci ku okukendeeza ku mirongo egyo, era ogizikize okudda emabega.

    Expenditure tab listing paid service fee charges per member, with the Convenience Fee toggle switched off
    Figure 2: Expenditure tab listing paid service fee charges per member, with the Convenience Fee toggle switched off

  8. Mu mutwe gw'olupapula, nyiga Statement Download. Teekawo From Date ne To Date ku kiseera kyo eky'okukwataganya, oluvannyuma nyiga Download. Ggulawo fayiro ya Excel era ogikwataganye ne sitatiimenti y'ebya banka.

    Statement Download dialog with From Date and To Date filled in and the Download button active
    Figure 3: Statement Download dialog with From Date and To Date filled in and the Download button active

Ebizibu ebya bulijjo n'Ebibuuzo Ebyebuzibwa Buli Kiseera (FAQ)

  • Ensimbi eziri mu wallet tezikwatagana n'ensimbi eziteekeddwa mu banka. Ekyo kye kisuubirwa. Ensimbi zokka eziri mu Pending Settlement ze zigenda mu kiseera ekiddako. Toteeka Balance yokka ng'ensimbi eziri mu banka.
  • Pending Settlement erabika nga nnyingi. Ensolooza empya ezikoze bulungi ziba nga tezinnatuuka mu banka yo. Lindirira ekiseera ky'okukwataganya nga tonnagoberera okusengulwa kw'ensimbi.
  • Fee eno yava ludda wa? Tandikira ku Transactions, egatta ebyamaguzi byonna, oluvannyuma kebera Expenditure ku mmemba ali ku mulongo ogwo.
  • Omuwendo guli negative. Omuwendo oguli negative olukalala guba gutegeeza nti ensimbi zavudde mu Fees Wallet ng'eky'okusasula. Gugeraageranye ne Fees Wallet mu mutwe.
  • Download ebeera ya kikyere. Eba tekoze okutuusa From Date ne To Date byombi biba biteekeddwawo.
  • Fee Settings ne Invoices teziriiwo. Tabbi ezo zirabika zokka bwe kiba nti ekifo kyo kirimu obuyinza obwetaagisa.
  • Ennamba zikyuka bw'oba ofiilita. Lindirira buli lukalala okumala okuggulawo nga tonnafiilita oba okukyusa tabbi.