Review a savings product

This is the last step of the create wizard. Each section repeats what you entered: details, currency, terms, settings, charges, accounting, and mappings. Amounts use the currency code.

Before you submit

• Jump back to a step from the rail if something looks wrong. Values stay filled in.
• Required extras for a feature you turned on (lock-in unit, annual-fee due day, tax group, dormancy days, GL accounts) must be complete or the wizard will not submit.
• If accounting is Cash or Accrual, check that Savings reference is a cash or bank asset and Savings control is the deposit liability. See Accounting.
• The core banking system is the final check. A product that is already in use can be edited only in ways it allows; some combinations are rejected with a message from the core system.

After save

You land on the product workspace. Close without saving returns to the list (create) or to the product (edit).

Officers can now open savings accounts on this product. Journals for those accounts use the GL accounts you set, when accounting is not None. You can inspect postings under Journal entries.