Multiple Investment Checks Submitted for One Investment

One of our clients has sent in multiple checks for the purposes of purchasing one investment. How can we combine all of the checks so that only one investment is created?

First, you'll purchase the investment using one of the checks. Once the investment has been created and you have the investment number, process the remaining checks as investment deposits via Cash Processing.

When you have processed all of the checks, go to Investment Maintenance and modify the original amount of the investment to reflect the total of the submitted checks. You can then generate the investment note.