# Source of Fund

# Description

This section outlines the procedures for managing funds, including adding new funds, searching and filtering funds, and editing fund details.

# Add New Fund - Successfully Add a Fund with Valid Data

1. Access Add Fund Form

• Navigate to the Source of Fund List of Source of Fund module.
• Click on "Add New Fund" button

2. Enter Fund Details

• Enter Fund name.
• Select status Active or Inactive
• Enter Topup Amount
• Select the Top-up Start date and time
• Select Repeat by Daily, Weekly, or Monthly
• Select Expired Mode including:
  • None: Unlimited
  • Expires after a Certain periods: Enter the number of Hour, Day, Week, Month, Year to expire
  • Expires at a specific time: Select the time to expires

3. Submit Form

• Click "Add" button to submit the form.
• The fund will be added successfully.

# Manage Source of Fund

1. Edit Source of Fund

• Navigate to the edit fund page from three-dot menu or View page
• Enter or select updated details (except for Source ID).
• Click "Save" to update the fund details.
• The fund details will be updated successfully.

2. Block a Source of Fund

• Click the three-dot menu and select "Block."
• Confirm Block in A confirmation dialog.

3. Delete a Source of Fund

• Click the three-dot menu and select "Delete."
• Confirm Delete in A confirmation dialog
• Source of Fund is deleted from the list

# Scheduler Management

1. Access Edit Fund Page

• Navigate to the edit fund page.

2. Add Scheduler into the Fund

• Click "Add Scheduler" button

3. Submit the form

• Enter Topup Amount
• Select the Top-up Start date and time
• Select Repeat by Daily, Weekly, or Monthly
• Click "Add" button to submit the form

4. Edit Scheduler

• Navigate to the edit scheduler from three-dot menu
• Enter or select updated details.
• Click "Save" to update the scheduler details.
• The scheduler details will be updated successfully.

5. Remove a Scheduler

• Click the three-dot menu and select "Remove."
• Confirm Delete in A confirmation dialog
• The scheduler is removed from the list

# Assign Customer to Source of Fund

1. Assign customer by selecting customers

• Navigate to the edit fund page.
• Select one or multiple customers to add to the fund.
• Click "Add" to submit the assignment.
• The customers will be added successfully and displayed in the list.

2. Assign customers by customer group

• Navigate to the edit fund page.
• Select customer group to add all customers in the group to the fund.
• Click "Add" to submit the assignment.
• The customers will be added successfully and displayed in the list.

# Conclusion

The source of fund management process allows users to add, search, filter, and edit funds efficiently. By following these steps, users can ensure accurate fund management and maintain up-to-date financial records.

# Screen flow

# Add New Fund - Successfully Add a Fund with Valid Data

# Manage Source of Fund

# Scheduler Management

# Assign Customer to Source of Fund