[PCF] How to add and manage bank accounts

Here's how to add and manage student bank accounts in the PCF SMS system:

ADDING BANK ACCOUNTS

Step 1: Navigate to student billing account

Go to Finance module → Billing Account → Student Account tab → Click on student's name

Step 2: Go to Billing Info tab

In the student account detail page, navigate to the "Billing Info" tab.

Step 3: Access Bank Account Listing

Find the "Bank Account Listing" section.

Step 4: Add bank account

  • For GIRO, GIRO-CDA, or NETS-CDA: Click "+Add Bank Account"
  • For PayNow: Click "+Add PayNow Account"

Bank Account Types & Setup

Manual GIRO Setup

  • 1. Select "GIRO" as Account Type
  • 2. Input Application Date (parent's submission date)
  • 3. Leave GIRO Approved Date blank = Status remains "Pending"
  • 4. Populate Approved Date = Status becomes "Active"

Manual GIRO-CDA Setup

  • 1. Select "GIRO-CDA" as Account Type
  • 2. Select "Self" or "Siblings" for CDA Type
  • 3. Input Application Date
  • 4. Manage approved date same as Manual GIRO

NETS-CDA Setup

  • 1. Select "Self" or "Siblings" for CDA Type
  • 2. Input Bank Name and Account Number
  • 3. If CDA Type = Sibling: Input Sibling Name & Sibling BC Number
  • 4. No approval process needed

PayNow Setup

  • 1. Enter PayNow account details
  • 2. Use NRIC or Phone Number
  • 3. No approval process needed

EDITING BANK ACCOUNTS

Step 1: Request Edit

In Bank Account Listing, click "Request Edit" button on the top right section

Step 2: Make changes

In the Edit Bank Account page, amend required fields and click "Submit Edit Request"

Approval Process:

Admin Manager must approve the request in Action Centre → Your Approval Request → To Review

DEACTIVATING BANK ACCOUNTS

Step 1: Request Deactivation

In Bank Account Listing, click "Deactivate" button on the top right section

Step 2: Provide details

  • Select appropriate reason from dropdown
  • Upload supporting document if any
  • Click "Submit Deactivate Request"

Approval Process:

Admin Manager must approve the request in Action Centre → Your Approval Request → To Review

RE-ACTIVATING BANK ACCOUNTS (HQ Only)

Process:

  • 1. Under Student's Bank Account Listing → "Previous Bank Account"
  • 2. Click Action Button → Select "Re-Activate Account"
  • 3. Bank Account status becomes active again

IMPORTANT NOTES

Account Categories

Collection & RefundGIRO, GIRO-CDA (Manual/iDDA/eGIRO)Requires approval
Refund OnlyNETS-CDA, PayNowNo approval needed

Automatic Deactivation

Bank accounts are automatically deactivated for students who have withdrawn or graduated for six months from their last withdrawal or graduation date.

Cancel Edit Request

Users can cancel a request as long as it hasn't been approved yet. Go to Action Centre → Your Request → Click request → Cancel Request

For technical support:
Email: pcf.support@littlelives.com | Phone: +65 8929 6707