The User manual for the Jisort system

2. MPA (MEMBER PERSONAL ACCOUNT)

2.2. Add payment

This is a section where a client makes loan payments and contributions to their accounts. Adding the entries needs an understanding of fields in this section, the table gives an explanation of the fields.

Field

Explanation

Select Member

Select the member that is making a contribution from the drop down list 

OR Select group

Select group that is making contribution from the drop down list 

Account

Select Account for that particular member/Group from the drop down list

Loan

Select the loan which the member is making a payment

Select bank

Select the bank account to which the payment will be deposited

Payee

Add the name of the individual who made the payment on behalf of member.

Transaction code

Add transaction code. Create depending on your sacco policy. 

Payment mode

Select payment mode from the drop down list.eg cash , cheque, checkoff

Cheque No

Add cheque number if necessary

Currency

Select the currency eg KSH, dollars

Amount

Add the amount that member is contributing.

Date

Add the date of payment.

 

The image below shows the form for add payment.

 

NOTE: You can make concurrent payments for an account and a loan you can also choose a single cheque to pay for multiple accounts or pay for multiple accounts simultaneously. By clicking on the plus button coloured GREEN above