Standing Instructions History

Standing instructions can be set up to transfer funds from a saving account to another account.  In order to see the logged history of standing instructions, Go to Admin >> Organization:

 Click on Standing Instruction History and then you need to provide,

  1. Client Name
  2. Client Id
  3. Transfer Type(Account Transfer or Loan Repayment)
  4. Account Type(Savings Account  or Loan Account)
  5. From Date
  6. To Date


    Finally click on Search to see the full history of logged standing instructions for the given client and for the specific duration.