Current and Savings

The Current and Savings page allows you to manage all current and savings accounts across Udara360. You can create new accounts for existing customers, view and modify account details, and manage account status, including activating, deactivating, freezing, and placing PND or PNC restrictions. This guide will walk you through all actions available on the Current and Savings page.

Accessing The Current & Savings Page

1. Log into the application using your credentials.

2. From the dashboard, navigate to Accounts in the side menu.

3. Select Customer Account from the dropdown list.

4. Select Current and Savings from the Customer Account dropdown list.

Search Current/Savings Account

To search for a current or savings account, perform the following steps:

1. Click on the Add button located at the page's top left.

2. Input your search criteria. You can search by customer ID, customer name, or customer email.

3. Click on Search to complete the action.

Modify Search: You can also modify the search by selecting the desired row on the search result.

Create a Current/Saving Account

To create a current or savings account for a customer, please make sure that you have already entered the customer's information into the system. You can access the individual customer information page to create a new account. To initiate a new current or savings account:

1. Click the Add button at the page's top left.

2. Input the customer ID, customer name, or email.

3. Click on the Search button.

4. Select the customer account detail from the search results.

5. Fill in the required customer account information.

6. Click the Save button to apply.

7. Confirm the action by clicking the “Yes, I want to proceed” button.

Modify Current/Savings Account

To modify an existing current or savings account detail:

1. In the Actions column, click the three vertical dots (⋮) next to the current/savings you wish to edit.

2. Select Modify from the dropdown menu.

3. Make the necessary updates, such as changing the Account Information, Interest Fees, Preferences, Mandate Rule, Referee and Other Documents.

4. Click Submit to save and apply the changes.

5. Click the "Yes, I want to proceed" button to reconfirm action.

View Current/Savings Account Balance

To view an existing current or savings account balance:

1. In the Actions column, click the three vertical dots (⋮) next to the current/savings you wish to edit.

2. Click View Balance from the dropdown menu.

Activate/Deactivate Current & Savings Account

To activate/deactivate an existing current or savings account:

1. In the Actions column, click the three vertical dots (⋮) next to the current/savings you wish to edit.

2. Select Deactivate/Activate from the dropdown menu.

3. Click the "Yes, I want to proceed" button to reconfirm action.

Place a Post No Debit (PND) On Current & Savings Account

To place a PND in an existing current or savings account:

1. In the Actions column, click the three vertical dots (⋮) next to the current/savings you wish to edit.

2. Select Place PND from the dropdown menu.

3. Click the "Yes, I want to proceed" button to reconfirm action.

Place a Post No Credit (PNC) On Current & Savings Account

To place a PND in an existing current or savings account:

1. In the Actions column, click the three vertical dots (⋮) next to the current/savings you wish to edit.

2. Select Place PNC from the dropdown menu.

3. Click the "Yes, I want to proceed" button to reconfirm action.

Freeze Account

To freeze in an existing current or savings account:

1. In the Actions column, click the three vertical dots (⋮) next to the current/savings you wish to edit.

2. Select Freeze from the dropdown menu.

3. Click the "Yes, I want to proceed" button to reconfirm action.