Transactions

Transactions is the ledger of all savings money movements - deposits, withdrawals, transfers, interest postings and fee charges - plus the automation that drives them: standing orders, M-Pesa flows and OTP authorisation.

This section covers:

  • All Transactions — All Transactions is the complete savings ledger, listing every posted money movement across all accounts - deposits, withdrawals,
  • Today's Transactions — Today's Transactions shows only the current business day's savings postings, giving tellers and supervisors a live feed of counter
  • Deposits — Deposits isolates all credit transactions - cash, mobile-money, cheque and transfer-in credits - across the savings book. Use it t
  • Withdrawals — Withdrawals isolates all debit transactions where members took funds out of their savings accounts. Use it to monitor outflows, de
  • Interest Postings — Interest Postings lists the credit entries created when accrued savings interest is capitalised to member accounts. It provides a
  • Fee Charges — Fee Charges lists the debit entries raised when savings fees are applied - ledger fees, dormancy fees, withdrawal charges, below-m
  • Transfers — Transfers lists internal movements where funds shift between two savings accounts, recording the paired debit and credit legs. Use
  • Standing Orders — Standing Orders manages member-authorised recurring instructions that automatically move money on a schedule - for example a fixed
  • M-Pesa Transactions — M-Pesa Transactions groups the mobile-money exception and control screens - the queue of callbacks that could not be auto-matched
  • OTP Challenges — OTP Challenges logs the one-time-password authorisations issued for sensitive savings actions - large withdrawals, transfers or pr
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