All Allocations must have a Fund Message

Follow

All allocations for transactions and recurring payment instructions must have a fund associated with them - to enter the fund you need to open up the detail of the allocation using the down arrow (highlighted with a yellow box below) - then you can choose a fund.

fundFAQ.png

If you go into Settings and search for Transaction Entry Defaults - you can set up a default fund to save you having to enter one every time.

Comments

0 comments
Please sign in to leave a comment.
Powered by Zendesk