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Allocating Deposits

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To allocate a Deposit:

  1. Right-click on a deposit from the Make Sale window. This displays the Edit window

    Edit

    UG template for Help

  2. Click Actions and select Allocate Deposit.

    OR

    Click the Allocate Deposit tab and right-click a row and select New.

    Note

    A posted balance must be found for a deposit account.