Funder Browse

Purpose

To provide a list of funders that have been established.

Access

1. Funder | Edit/View Funder Accounts
   
2. [F2] Lookup n Funder field 

Search Criteria

• Related Articles

• Fund Bailment Accounts

  Purpose To allocate a funder to selected Bailment accounts. Access Funder | Fund Bailment Accounts Process The below dialog will be presented: Funder Selection Funders that have been set up on the Funder Browse will display here Account Allocation ...

• Funder Details

  Purpose To setup funder details to be allocated to Bailment Accounts. Timing New funders may be setup at any time. Access Funding | Edit/View Funders Dialog Details

• Bailment Account Browse

  Purpose To provide a list of Bailment Accounts which match the specified search criteria Access View | Bailment Accounts Search Criteria Browse Specific Search Criteria Field Explanation Funder Restricts the search to selected Funder Floor Plan ...

• Revalue Unit Fund Accounts

  Purpose The value of units of a fund may vary over time. This will result in a loss (decrease in unit value) or gain (increase in unit value) on the investment by the account holder. This process automatically updates the Unit Fund Account and ...

• Bailment Dealer Browse | Accounts | Accounts Search Tab

  Purpose A list of accounts belonging to the accessed Bailment Dealer is presented. The dialog is designed to allow easy and relevant searching of Bailment Accounts and Assets dependant on the required search criteria. Access Bailment Dealer Details | ...