Fund Transfer in Bizeiz Software

 For the pledges above 20000 will automatically select fund transfer
option, also there is an option to select the fund transfer option
manually for the pledges less than 20000.

 If the customer bank details are already entered in the software, please
select the bank details from the list

 If the beneficiary account details are not added in the software, please
add customer bank details by selecting New Account option from the
list. Software will automatically fetch the Account Holder Name once
the verification completed.
 Please select Yes option after the verification of customer bank details.
Failed message will display, if the customer bank details are already
existing
 There is an option to remove and edit customer bank details by selecting
remove option in customer bank details right click.

 After saving customer bank details please save the pledge and approve.
 Above 1 lakh pledges will be approved by the IT Department after the
branch approval.
 Once the approval is completed, the amount will be credited to the
customer bank.
 Status of Fund Transfer can be viewed from View FT transactions in
Fund Transfer menu also there an option to export all transaction details
to excel
Kindly note that the fund transfer will affect Gold loan account and the Head office account. Beneficiary
Account Details should be same as CKYC registered customer details, third party bank payment is not
allowed in gold pledge fund transfer.