Adding posting accounts

There are two methods to add a posting account to a Finance Dimension 10 record. You can add the account directly, or you can use the helper list.

  1. Select Custodial Account Management > Custodial Account Management.
  2. Open a custodial account record and select the Detail tab.
  3. Click Create and specify this information:
    Finance Dimension 10 Detail
    Select a posting account.
    Reserve
    Specify a reserve amount. If this account is part of an edit group, the reserve amount must be zero.
  4. Click Save.