Account Statements

This sub-module will be displaying the customers Financial Position in terms of the products the customer has.

NOTE: 1. If you are an employee, you can't view another employee's account statement unless you have rights & Permissions to do so or have access.

2. If you're an employee, you cannot carry out any transaction on your account!

To access this window, Click on: Customer Relationship management -> Operations -> Customers - > Account statement.

This module can also be accessed through a short cut which is placed on the top status bar of the system circled in red below:

Account Statement Shortcut Pane

The following window will open up:

Customer Account Statements Main Page

 

Viewing A Customer's Details

Customer Name - Click on the customer's name button to open the Customer Lookup dialog box:

Select a specified customer by searching for a customer from the options provided in the search by drop-down such as: Account number, name (first or last), identity card number, payroll number.

To open up the window below.

Customer Lookup

 

All the information regarding the selected customer will be displayed in the respective fields - Employer, Station, Serial Number, Payroll Number, Registration Date, Remarks, Identity Card Number, Account Number, Membership Number, Personal File Number.

Details will be populated as below once the customer is selected:

Customer Account Statement


Customer Details Pane:

Account Listing Tab - This tab displays All the products that a customer has.

Credit Scores Tab - This tab displays the credit scores for mobile loans..

Address Tab - This tab displays the customers physical Location, Addresses, phone number and email addresses.

Specimen (Identity) - Displays the following:

Passport: View customers photo under this tab

Signature: View customer's signature(s) under this tab

Identity Card (Front: View the scanned image of the customers identity card on the front side.

Identity Card (Back): View the scanned image of the customers identity card on the back side.

Specimen (Fingerprint) - This tab displays scanned fingerprints.

The Account Summary pane displays the selected account's details.