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
Related Articles
Bailment Account Details
Purpose Allows the display an change of standard information and rules to allow a Bailment Account to operate correctly Access View | Bailment Dealer | Bailment Dealer Details | Accounts tab | Account Search tab | View | Bailment Accounts | Dialog ...Funder Browse
Purpose To provide a list of funders that have been established. Access Funder | Edit/View Funder Accounts [F2] Lookup n Funder field Search CriteriaFund 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 ...Unit Fund Account Details
Purpose The types of investment that are recorded through this module are: Unit Funds where income is earned on a regular basis Unit Funds where income is distributed to the account on a pre-determined basis The Unit Fund module allows the ...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 ...