Last modified by Megan Kahl on 2021/12/01 09:51

<
From version < 54.1 >
edited by Dominique Tricerri
on 2021/08/31 14:57
To version < 56.1 >
edited by Dominique Tricerri
on 2021/08/31 14:59
>
Change comment: There is no comment for this version

Summary

Details

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Content
... ... @@ -293,6 +293,7 @@
293 293  
294 294  Generates a Management Report reflecting the status of all contribution runs.
295 295  
296 +
296 296  (% style="text-align: center;" %)
297 297  == (% style="color:#2980b9" %)**Accounts Menu**(%%) ==
298 298  
... ... @@ -448,7 +448,7 @@
448 448  
449 449  The investment houses and their corresponding products must be loaded here.
450 450  
451 -
452 +(% style="break-before: page" %)
452 452  **Investment Flows**
453 453  
454 454  In most cases the information required here will not change as the flow of assets can only be reflected as “disinvestment” and “investment”.
... ... @@ -554,7 +554,7 @@
554 554  
555 555  The various task types are recorded, together with the frequency of the task.
556 556  
557 -
558 +(% style="break-before: page %)
558 558  **Client Categories**
559 559  
560 560  The Client Categories function allows for the display of Clients under the “Select a Client” display as per the Category setup. It allows for easy access of information e.g., clients who belong to an approved or unapproved scheme etc. The various Client Categories should be specified here.

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