Custodial account processing

You can perform various account maintenance tasks with Custodial Account Management.

Creating transfers

  1. Select Global Ledger > Custodial Management > Finance Dimension 10 Management > Custodial Account Management.
  2. Open an account record.
  3. Click the Detail tab.
  4. Select the account from which you want to transfer and click Transfer.
  5. Specify this information:
    Custodial Accounts Detail
    Select an account to receive the transfer.
    Transfer Amount
    Specify the transfer amount.
  6. Click Submit.