1. In this system, you can record for withdraw transaction for the investment by clicking on “Withdraw”. The withdrawal can be early or withdraw on the maturity date.
2.When you have clicked “Withdraw”, a pop-out window will appear as shown below:
Description:
A | Amount withdraw will be auto generated based on maturity date, if the amount is different, you may edit the amount. |
B | Choose the date of the withdrawal, you may leave it empty if the date is today’s date. |
C | If you have withdrawal penalty for early withdrawal, you may fill in the penalty amount here. |
3. System will automatically create “Issue Receipt” transactions in accounting module as shown in the picture below. You can view details of that transaction by clicking button under the Action section. This is to record profit gained for that investment along with investment money.
4. You will be directed to issue receipt page and you may revise and “Approve” issue receipt transactions at accounting module to record in accounting reports: