Creating a site

  1. Select Global Ledger > Custodial Management > Setup > Site.
  2. Click Create and specify this information:
    Site
    Specify a name for the site.
    Title
    Specify a title for the site.
  3. Click Save.

Creating a source of funds

  1. Select Global Ledger > Custodial Management > Setup > Source Of Funds.
  2. ClickCreate and specify this information:
    Source Of Funds
    Specify a source of funds.
    Description
    Provide a description for the source of funds.
  3. Click Save.