Search found 5 matches

by MichaelDSU
Thu Jul 26, 2012 12:24 pm
Forum: Functionality & Features
Topic: Creation of a savings account
Replies: 4
Views: 3390

Re: Creation of a savings account

acampadaleipzig wrote:Both accounts debit and savings must be member accounts, no system accounts. I send you a screenshot:
Thank you so much. That worked.
by MichaelDSU
Wed Jul 25, 2012 4:55 pm
Forum: Functionality & Features
Topic: Creation of a savings account
Replies: 4
Views: 3390

Re: Creation of a savings account

This is possible setting the availability in the transaction type to self payment. You just have to create two account types from Accounts -> Manage accounts: debit account and savings account. Then, edit the debit account and insert a new transaction type. In the field 'to' select the savings acco...
by MichaelDSU
Wed Jul 25, 2012 1:40 pm
Forum: Functionality & Features
Topic: Creation of a savings account
Replies: 4
Views: 3390

Creation of a savings account

I am a bit lost. Cyclos is very different from the typical US banking software I am used to. I am trying to create a savings account. I want to be able to have a member do the following transactions: 1. Transfer money into this savings account from their debit account 2. Transfer money into their de...
by MichaelDSU
Wed Jun 27, 2012 3:26 pm
Forum: Functionality & Features
Topic: Setting up broker commissions...
Replies: 3
Views: 2237

Re: Setting up broker commissions...

you have to set up the broker commissions in the Transfer Type Section (accounts->Transfer Type). There are many option how to set up the commissions. Ev. you have to create a new Transfer Type for another account first. Lucas Lucas, Do you mean a transaction type? I can't seem to find a transfer t...
by MichaelDSU
Tue Jun 26, 2012 5:04 pm
Forum: Functionality & Features
Topic: Setting up broker commissions...
Replies: 3
Views: 2237

Setting up broker commissions...

I feel like an idiot. I was trying to set up broker commissions and I managed to do it once but I got so turned around in what I was doing, I can't remember how to do it. Can anybody give me a quick step by step (not details, just how to get there) instructions or perhaps a link to some place that h...