Add a deposit product

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Prerequisites

The interest plan that you want to use must already exist on the Pismo platform. For more information, refer to Manage interest plans.

To add a savings account deposit product:

1. From the main menu, select Setup > Deposit products.
2. On the Deposit products screen, select Create.
3. On the Select Deposit product type screen, select Savings account and select Next.
4. On the Create your savings account product screen, enter a descriptive name for the product in the Name field.
5. In the Interest plan menu, select the interest plan that you want to use and select Next.
6. On the Attach processing codes screen, enter the processing codes (by name or by ID) to be used in the following cases:
   1. Interest processing code: Used for crediting accrued interest to this product.
   2. (Optional) Withholding tax processing code: Used for calculating tax withholding for this product.
7. Select Next.
8. On the Review screen, verify that the information you provided is correct, then select Finish.