• All Allocations must have a Fund Message

    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 ca...

    Ben Brett
  • Transactions Entered in Error

    If a transaction has been entered in error - depending on the type of correction you need to make - you can  Re-assign the transaction to the correct constituent - this is done by finding the transaction on the constituents timeline, opening it ...

    Ben Brett