IDI version 26.8 is now available.  Click here for details: IDI Updates.

Deposit Allocation Window

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  • Select the type of allocation from the drop-down list.

  • Enter the amount to be allocated. The sum of the allocations cannot exceed the total amount of the deposit.

  • Enter an optional description if desired.

  • Click Save. This adds the allocation to the Deposit Allocation tab and reduces the Total Amount by the amount of the allocation.