Difference between revisions of "Investment Redemption Approval"
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| − | To approve a withdrawal, click once to highlight the line, then click the | + | To approve a withdrawal, click once to highlight the line, then click the Approve button on the toolbar. This will approve the withdrawal: |
Latest revision as of 18:56, 10 December 2012
Overview of IL279W
If your organization has opted to require that investment withdrawals must be approved, each withdrawal on a given business date must be approved before the business date can be advanced. To approve withdrawals:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Investments
- Double-click Approval
- Double-click Investment Redemption Approval. You will see a screen similar to this one:
To approve a withdrawal, click once to highlight the line, then click the Approve button on the toolbar. This will approve the withdrawal:
Repeat for each withdrawal waiting for approval. When you have finished, click Exit.
