To access this window, click: Front Office Management - > Operations - > Customers Account - > Overdraft Protection.
The following screen will open up:
Creating An Overdraft Protection
Click on the CREATE button to open the following screen:
Full Account Number - Click on the lookup icon and select the Customer account from the Customer Account Lookup dialog box:
Full Account Number - Select the account whose Overdraft Protections are to be created.
The Account Status, Account Remarks, Product Name, Customer Name, Employer Name, Customer Type, Customer Serial Number, Identification Number, Member Number, Account Number, Personal File Number fields will be automatically populated with data.
Overdraft Limit - Enter the overdraft limit for the account.
Remarks - Type in appropriate remarks into the remarks field
Click on the create button to commit the entry into the system.
On successful completion you will get a pop-up message confirming that the operation was successful.
Editing An Overdraft Protection
Identify the Overdraft Protection to be edited from the list by making use of the search filters available.
Right click on the item selected and click the edit option against it to open the following screen:
On the above screen:
Make necessary modifications to the Overdraft Limit and Remarks fields accordingly.
Click on the update button to save the changes into the system.
On successful completion you will get a pop-up message confirming that the operation was successful.
Verifying An Overdraft Protection
Identify the Overdraft Protection to be verified by making use of the search filters available.
Right click on the item selected and click the verify option against it to open the following screen:
NOTE: To verify an Overdraft Protection the record status for the overdraft must either be ''New'' or ''Edited''.
On the above screen:
Enter details into the Remarks field accordingly and pick the appropriate action (Approve or Reject).
Click on the update button to complete the verification.
On successful completion you will get a pop-up message confirming that the operation was successful.
