Documentation Index

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Allocating Deposits

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An ALLOCATE button is displayed on the Deposit Detail page for received deposits that have not been fully allocated.

To allocate the deposit, click ALLOCATE and enter the required information in the Add Deposit Allocation form.

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Amount

Defaults to the open balance of the deposit. Value submitted cannot exceed open deposit balance.

Allocation Type

Choose from a list of configured allocation types.

Description

Enter a description