Account Charges
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The Account Charges page allows you to manage charges related to financial services such as cheque book fees, card issuance charges, and account opening fees. You can add new charges, edit existing records, and activate or deactivate charges directly from this page. This guide will walk you through all actions available on the Account Charges page
Log into the application using your credentials.
From the dashboard, navigate to Accounts in the side menu.
Select Charges from the dropdown list.
Click the Add button at the top left of the page
Enter the Charge Name
Enter Amount 1 and select the corresponding Income GL for Amount 1 from the dropdown
If the charge has a second component, enter Amount 2 and select the corresponding Stationery GL for Amount 2 from the dropdown
Toggle Consolidate both amounts in Customer's Account on if both amounts should be combined when applied to a customer's account
Click Save to add the new charge
Amount 2 and its corresponding GL are optional. They are only required when the charge is split into two components.
In the Actions column, click the three vertical dots (⋮) next to the charge you want to edit
Select Modify from the dropdown
Update the necessary details
Click Update to save the changes
In the Actions column, click the three vertical dots (⋮) next to the charge you want to view
Select View to see the full details of the charge record
To deactivate/activate the status of a charge:
In the Actions column, click the three vertical dots (⋮) next to the charge you wish to deactivate.
Select the Deactivate option.
Click the "Yes, I want to proceed" button to reconfirm action.
Reactivate Charge: You can also follow the same steps to reactivate the account officer's status.
Click the Filter button at the top right of the page
Enter your preferred filter criteria
Click Apply to display the filtered results
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