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
Log into the application using your credentials.
From the dashboard, navigate to Accounts in the side menu.
Select Customer Account from the dropdown list.
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:
Click on the Add button located at the page's top left.
Input your search criteria. You can search by customer ID, customer name, or customer email.
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:
Click the Add button at the page's top left.
Input the customer ID, customer name, or email.
Click the Search button.
Select the customer account detail from the search results.
Fill in the required Account Information details.
Click the Save button to apply.
Confirm the action by clicking the “Yes, I want to proceed” button.
Input the borrower's Preferences. The following information includes:
Override Notification Phone Number: Toggle this on to use a different phone number for statement notifications than the one on file.
Notification Phone Number: Enter the phone number(s) to receive notifications (separate multiple numbers with a comma).
Override Notification Email: Toggle this on to use a different email for statement notifications than the one on file.
Notification Email: Enter the email address(es) to receive notifications (separate multiple emails with a comma).
Delivery Mode: Select how the statement should be delivered.
Frequency: Select how often the statement should be sent.
Notify via: Select E-Mail and/or SMS to set the transaction notification preference.
Click Next to go to the next step.
Input the Referee information. The following information includes:
Click Add Referee to input the account referee's details.
Account Introducer Type: Select the type of introducer for this account.
Click Next to go to the next step.
Input the Referee information. The following information includes:
Click Add Referee to input the account referee's details.
Account Introducer Type: Select the type of introducer for this account.
Click Next to go to the next step.
Select the Document Type and click + Add New Document to upload supporting documents.
Click Submit.
Click the "Yes, I want to proceed" button to confirm the action.
Modify Current/Savings Account
To modify an existing current or savings account:
In the Actions column, click the three vertical dots (⋮) next to the current/savings account you wish to edit.
Select Modify from the dropdown menu.
Make the necessary updates across the following tabs: Account Information, Interest/Fees, Preferences, Mandate Rule, Referee, Group Connections, Other Documents
Click Submit in each tab as needed, and finally click the "Yes, I want to proceed" button on the confirmation prompt to save the changes.
📌Note: Some fields (e.g. Account Status) are locked and cannot be edited directly from this screen.
View Current/Savings Account
To view a read-only summary of an existing account:
In the Actions column, click the three vertical dots (⋮) next to the account you wish to view.
Select View from the dropdown menu.
A Customer Information panel opens, showing all account details, including Account Information, Referees, Group Connections, Signatories, Mandate Information, Other Documents, and Memo, across read-only tabs.
View Current/Savings Account Balance
To view an existing current or savings account balance:
In the Actions column, click the three vertical dots (⋮) next to the account you wish to view.
Select View Balance from the dropdown menu.
An Account Summary panel opens, showing the account's ledger balance, available balance, overdraft limit, outstanding overdraft and loan amounts, accrued amounts, other withheld amounts, and lien amounts.
Activate/Deactivate Current & Savings Account
To activate/deactivate an existing current or savings account:
In the Actions column, click the three vertical dots (⋮) next to the current/savings account you wish to edit.
Select Deactivate/Activate from the dropdown menu.
In the Add A Reason panel, enter your Reason for the action.
Click Submit to confirm.
Place a Post No Debit (PND) On Current & Savings Account
To place a PND on an existing current or savings account:
In the Actions column, click the three vertical dots (⋮) next to the current/savings account you wish to edit.
Select Place PND from the dropdown menu.
In the Add A Reason panel, enter your Reason for the action.
Click Submit to confirm.
Place a Post No Credit (PNC) On Current & Savings Account
To place a PNC on an existing current or savings account:
In the Actions column, click the three vertical dots (⋮) next to the current/savings account you wish to edit.
Select Place PNC from the dropdown menu.
In the Add A Reason panel, enter your Reason for the action.
Click Submit to confirm.
Freeze Account
To freeze an existing current or savings account:
In the Actions column, click the three vertical dots (⋮) next to the current/savings account you wish to edit.
Select Freeze from the dropdown menu.
In the Add A Reason panel, enter your Reason for the action.
Click Submit to confirm
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