On the Allocations tab, open an interest allocation record.
On the Lines tab, click Create.
Specify this information:
Average Daily Balance Account
Select the average daily balance account to use as allocation basis during the calculation. Interest is allocated based on the average daily balance of the custodial account. Interest is allocated to interest-bearing custodial accounts that meet the average daily balance threshold. This field is available if <Custodial Account> Interest Allocation is selected.
Complete the form.
The From Post and To Post values are automatically assigned.