Automatic Transfer % of Contribution Fund
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Automatic Transfer % of Contribution Fund
I am currently using PCPV9. I have a fund set up to have a % transfered at posting. I would like to set up more funds like that one without changing it every time. Is it possible to set up more than one fund to be used as needed? I've noticed when I set up another fund it wipes the previous one out and when I need to use the previous one I have to set it up again then the other one is wiped out. I can only set one fund up at a time. Am I doing something wrong or is this how the program is designed? Thanks for your help.
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Re: Automatic Transfer % of Contribution Fund
If you click the Add button before adding a new fund, it will not change an existing fund's information.martha wrote:I've noticed when I set up another fund it wipes the previous one out and when I need to use the previous one I have to set it up again then the other one is wiped out.
Re: Automatic Transfer % of Contribution Fund
Thanks for the reply but I do click add before adding another fund. What I am trying to do is have a % of several funds be transfered to the same fund. For example have a % of fund # 102,103,104 and #105 to be transfered to fund #101. Whenever I do that it tells me that Fund #101 has already been used. Sorry I guess I was not clear enough.
Thanks.
Thanks.
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- Tech Support
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Re: Automatic Transfer % of Contribution Fund
OK, on each contribution fund, there is only one entry for "share x% from fund y" so, you can only have one.
Sorry, I did misunderstand the question!
Sorry, I did misunderstand the question!
