Choose savings and loan products from templates

Steps

1. Open Set-up → 4 Your products.
2. On Savings products, switch on the templates you use (most societies start with Monthly deposits (BOSA)) and select Edit to change names, rates and notice periods.
3. For each savings product, check Counts toward borrowing and Can be pledged; these are fixed on each account when it opens.
4. On Loan products, switch on and edit your loans. Most societies start with a Normal loan and an Emergency loan.
5. On Fees, check the fee schedule. Then select Save and continue.

What happens next

Products are saved as drafts and created automatically when your society is activated.