How to reach here:
Current and Savings Account (CASACurrent Account or Savings Accounts are operative accounts through which account holders perform day to day operations such as deposits and withdrawal of money.) overview provides a summary of the accounts. The dashboard displays the consolidated balance available in all accounts. It also displays the total number of accounts available to the user.
Summary of all accounts is displayed. The application fetches details for all accounts linked to the logged in user. View account details such as party name, account number, product name, and net balance in the summary of accounts.
In addition, the user can launch the following transactions viz.
The user can calculate foreign exchange conversion rates.
How to reach here:
Dashboard > Toggle Menu > Accounts > Current and Savings > Overview
Click on individual components to view in detail.
Dashboard Overview
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View the number of Current & Savings accounts and the total consolidated balance in the accounts. |
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It displays the snapshot of the account. The account summary consists of party name, account number, product name, account type, net balance for all the accounts. The user can download this information, for his reference. |
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Quick Links The user can initiate the following transactions: |
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Forex Calculator The user can calculate foreign exchange conversion rates. |
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