Difference between revisions of "Investment Redemption Approval"
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(Created page with "=='''Overview of IL279W'''== Category:Investments") |
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=='''Overview of IL279W'''== | =='''Overview of IL279W'''== | ||
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| + | 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: | ||
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| + | * 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: | ||
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| + | [[File:Investment Redemption Approval 1.png]] | ||
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| + | To approve a withdrawal, click once to highlight the line, then click the Toggle button on either the toolbar or at the bottom of the screen. This will approve the withdrawal: | ||
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| + | [[File:Investment Redemption Approval 2.png]] | ||
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| + | Repeat for each withdrawal waiting for approval. When you have finished, click Exit. | ||
[[Category:Investments]] | [[Category:Investments]] | ||
Revision as of 17:54, 8 June 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 Toggle button on either the toolbar or at the bottom of the screen. This will approve the withdrawal:
Repeat for each withdrawal waiting for approval. When you have finished, click Exit.
