Difference between revisions of "Investment Note Approval"
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=='''Overview of IL278'''== | =='''Overview of IL278'''== | ||
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| + | The DDI-Connect Investments system includes the capability to require approvals by authorized personnel in three areas: investment notes (new notes, transfers, duplicates), [[Investment Redemption Approval|investment withdrawals]], and [[Demand Deposit Approval|demand-note deposits]]. Your organization can elect to employ approvals in any or all of these areas, or in none of them. Enable or disable this functionality through [[Investment System Settings]]. | ||
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| + | Approvals enable your organization to proceed with note issuance, note withdrawals, and/or demand-note deposits. They provide tighter control over these processes where needed. Approvals are also tied to the current business date such that you will not be able to change the business date as long as there are unapproved items in any enabled area. To process investment note approvals: | ||
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| + | * From the DDI Connect main menu, double-click Financial Services | ||
| + | * Double-click Investments | ||
| + | * Double-click Approval | ||
| + | * Double-click Investment Note Approval. You will see a screen similar to this one: | ||
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[[Category:Investments]] | [[Category:Investments]] | ||
Revision as of 16:25, 26 March 2012
Overview of IL278
The DDI-Connect Investments system includes the capability to require approvals by authorized personnel in three areas: investment notes (new notes, transfers, duplicates), investment withdrawals, and demand-note deposits. Your organization can elect to employ approvals in any or all of these areas, or in none of them. Enable or disable this functionality through Investment System Settings.
Approvals enable your organization to proceed with note issuance, note withdrawals, and/or demand-note deposits. They provide tighter control over these processes where needed. Approvals are also tied to the current business date such that you will not be able to change the business date as long as there are unapproved items in any enabled area. To process investment note approvals:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Investments
- Double-click Approval
- Double-click Investment Note Approval. You will see a screen similar to this one:
