Ebikolebwa n'Ebisale mu CAMS

Okufunza

Mu CAMS Transactions opostinga transactions z'akabokisi k'ensimbi, osasulisa fees ne penalties, era n'onoonya transactions ezaakayibwa. Ebitundu 3 · Amanywa 9. Era biyitibwa: teller, till, cash transactions, charges, payments, postings.

Ebyetaagisa

• Okuyingira mu CAMS ng'olina access ku menu ya Transactions.
• Akabokisi k'ensimbi akaggule, okufuna ensimbi z'abammemba.
• Erinnya ly'omumemba oba namba y'akaawunti.

Amanywa ag'okugoberera

1. Yingira mu CAMS.
2. Mu menu eri ku kkono, nyiga ku Transactions. Egaziwa okufuna Teller, Online, All.

   

3. Nyiga ku Teller. Akatwe ka Teller Transaction kalaga oba akabokisi k'ensimbi kaggule, namba y'akaawunti yako, Branch Status, Balance.
4. Akatwe bwe kaba kagguddewo, londa tab: New Transaction, History, Requests.

Okulabula: Totekamu nsimbi z'abammemba ng'akabokisi k'ensimbi kaggaddwa. Akatwe bwe kaba nga tekalaga Open, kaguleko olubereberye okuva mu New Transaction → Till Administration → Till Opening.

1. New Transaction → Choose Category. Kaadi nnya: Client Transaction (omumemba omu), General Ledger (ebifuniddwa eby'omunda, ensimbi ezisasuddwa, expenses, journals), Till Administration (okuggulawo akabokisi k'ensimbi, okukaggala, okukongeramu, okuggyamu, balance), Bulk Transaction (bingi mu kaseera kamu).

   

2. Client Transaction → Choose Type. Shares Deposit, Shares Withdrawal, Savings Deposit, Savings Withdrawal, Loan Repayment, Disburse Loan, Apply Fee / Penalty, Reverse Fee/Penalty, Loan Application Fee, Error Correction.
3. Ebika bya fees ebisatu. Apply Fee / Penalty esasulisa akaawunti y'omumemba. Reverse Fee/Penalty eggyawo ekisasuliddwa olubereberye. Loan Application Fee ekuŋŋaanya fee y'okwewola ensimbi ekyali kyakola. Buli kimu kiggulawo Enter Transaction Details → Search Account. Kikwate, teekamu details, kebera omuwendo, nyiga Submit.
4. History tab. Teekawo Start Date ne End Date; kebera nti Viewing Teller ye till yo. Emirongo giraga Transaction Type, Client Name, Account Number, ensimbi eza debit ne credit, Status. Postings eziwedde zisoma Posted.
5. Requests tab. Okukkiriza kulabika nga Pending oba Approved, wamu ne Requester, Current Assignee, Approved by. Nyiga ku mulongo okufuna Request Detail, kebera akaawunti n'ensimbi, oluvannyuma okkirize, gaana, kyusa oba ggalawo.

Ekirabika: All lye liwandiiko ly'ekitongole kyonna, erisengekeddwa ku Date ne Transaction Status, wamu ne Add Filters. Online eraga online payments wamu ne Payment Provider, Status ne Reconciled. Spreadsheet batches zibeera wansi wa Import → Transaction.

Ebizibu ebya bulijjo & Ebibuuzo ebya bulijjo

• Posting yange teli mu History. Kebera Requests; ebeera pending okutuusa lwe kkirizibwa. Statuses: created (ekwatiddwa, tennayingira mu bitabo bya accounting), approved, completed, failed (ddayo ogiteekeemu), undone (eggyiddwawo).
• Banner ku All: transactions tezaateekebwa mu accounting. Akabuto ka Resubmit kalabika. Buuza omukulu wo nga tonnaddamu kuteeka batch ennene, oluvannyuma ddayo okebera statuses.
• Amannya ga fees gava ludda wa? Settings → Products → Fee & Penalties. Ganoonyeeyo nga tonnongerako birala ebifaanana.
• Omumemba alina kiki kye yewola? Ggulawo Client → omumemba → Charges tab: Charges Type, Due Date, Amount, Outstanding Amount, Status. Charges z'okwewola zibeera ku tab ya Charges ey'okwewola wansi wa Accounts → Loans.
• Online payment eraga Failed. Kopa TransactionReferenceID ne External Id okufuna obuyambi oba okuva eri provider. Kebera nga tonnaddamu kumemba y'emu n'ensimbi ze zimu.
• Nnateeka ekintu ekikyamu. Kozesa Reverse Fee/Penalty okuggyawo charge, Error Correction ku postings endala ez'abakozesa singa policy ekkiriza. Reversals zirabika mu Reports → Transactions → Reversed Transaction Report.
• Fees zonna eza buli mwezi? Ddukanya Reports → Transactions → Fees Income Report, teekawo ennaku, Submit, Download nga Excel, CSV oba PDF.