Overage Account

The Overage Account page manages accounts with excess funds due to operational errors, unintended deposits, or transactional mismatches. This page allows administrators to track, investigate, and resolve overages to ensure accurate account balances.

Accessing the Overage Account Page

1. Log into the application using your credentials.

2. From the dashboard, navigate to Operation.

3. Select Business Automation from the dropdown.

4. Select Overage Account.

Managing Overage Account

Set up An Overage Account

To set up a new Overage Account:

1. Click the "Add" button at the top of the page.

2. Select the appropriate Branch and Account in the modal.

3. Click Save.

4. Click the "Yes, I want to Proceed" button to save and apply the changes.

Modify Overage Account

To modify Overage Account setup:

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

2. Select Modify from the dropdown menu.

3. Make the necessary updates.

4. Click Update to save and apply the changes.

Delete An Overage Account

To delete Overage Account:

1. In the Actions column, click the three vertical dots (⋮) next to what you wish to delete.

2. Select Delete from the dropdown menu.

3. Click the "Yes, I want to Proceed" button to save and apply the changes.