Documentation

Closing groups

Closing groups

Close a group when it is no longer operating and all member, loan, and savings activity has been completed. Closing a group changes its status to "Closed" and records the closure date, closure reason, and user who completed the action.

Prerequisites

  • Log in to Symba Microbanking with a user account authorized to manage groups.
  • All member clients must be closed. A group cannot be closed while any associated client is still active, pending, transferred, or otherwise not closed.
  • All group loans must be closed. Pending approval, approved but not disbursed, and open loans block group closure.
  • All group savings accounts must be closed. Submitted, approved, and active savings accounts block group closure.
  • The closure date must be on or after the group's activation date.
  • If any group loans or savings accounts were already closed, the group closure date must be on or after those account closure dates.

Steps

  • Click on the search field in the navigation bar.
  • Type part of the group's name or account number (search is case sensitive).
  • In the "Resource" field, select "Groups".
  • Click the search icon.
  • Click the view entity icon next to the group.
  • Review the group members, loans, and savings accounts to confirm that all related activity is closed.
  • Click the menu icon in the group header.
  • Select "Close".
  • Select the closure date.
  • Select the closure reason. Available reasons are dependent on you organization's configuration.
  • Click "Confirm".

The group status changes to "Closed". Closed groups are retained for history and reporting, but they cannot be used for new group activity.

Troubleshooting closure errors

If the close action fails, review the message shown by Symba Microbanking and resolve the blocking item before trying again.

  • Active clients exist: Close or otherwise complete the lifecycle of every client linked to the group.
  • Loans are not closed: Finish processing pending applications, disburse or reject approved applications, and close or write off open group loans according to your normal loan process.
  • Savings accounts are not closed: Close submitted, approved, and active group savings accounts before closing the group.
  • Closure date is too early: Choose a date on or after the group activation date and on or after the closed dates of all related group loans and savings accounts.

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