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

November 30, 2016 13:45

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

November 09, 2016 08:13