How to Activate a Saving Account

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Last updated: Jul 13, 2017 by Mounashree S (Unlicensed)
2 min read

Once a saving account, whether it is for a client, a group, or a center, has been approved it is ready to be activated (the saving account status is approved and the saving account color is blue). 

Saving accounts can be activated by finflux users with saving account activation permissions.

Activating a saving account changes the status of the saving account from Approved to Active.

Saving account activation can not be undone.

On this page:

To activate a saving account for a client

To activate a saving account for a client, select the client. Click the General tab. The client's saving accounts are listed in the Saving Account Overview section.

  1. Ensure saving accounts that are not closed are displayed by clicking View Active Savings on the saving action bar. 
    Pending activation savings will be indicated with a blue color swatch and Activated in the Status column. 
  2. Click the saving account to be activated.
    The saving account form will open. 
  3. Click Activate on the action bar.
    The Activate Saving Account page will open. 
  4. Accept the default date (today), or pick a date in the past, but not prior to the approved on date, from the pop-up calendar for Activated on.
  5. Click Submit.

The saving account will be modified and its status changed to Active. The saving account is now ready for use.

To activate a group saving account

To activate a saving account for a group, select the group. Click the General tab. The group's saving accounts are listed in the Saving Account Overview section.

  1. Ensure saving accounts that are not closed are displayed by clicking View Active Savings on the saving action bar. 
    Approved saving accounts will be indicated with a blue color swatch and Approved in the Status column. 
  2. Click the saving account to be activated.
    The saving account form will open. 
  3. Click Activate on the action bar.
    The Activate Saving Account page will open. 
  4. Accept the default date (today), or pick a date in the past, but not prior to the approved on date, from the pop-up calendar for Activated on.
  5. Click Submit.

The saving account will be modified and its status changed to Active. The saving account is now ready for use.

To activate a center saving account

To activate a saving account for a center, select the center. Click the General tab. The center's saving accounts are listed in the Saving Account Overview section.

  1. Ensure saving accounts that are not closed are displayed by clicking View Active Savings on the saving action bar. 
    Approved saving accounts will be indicated with a blue color swatch and Approved in the Status column. 
  2. Click the saving account to be activated.
    The saving account form will open. 
  3. Click Activate on the action bar.
    The Activate Saving Account page will open. 
  4. Accept the default date (today), or pick a date in the past, but not prior to the approved on date, from the pop-up calendar for Activated on.
  5. Click Submit.

The saving account will be modified and its status changed to activated. The saving account is now ready for use.


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