Manage Contribution Funds
The Manage Contribution Funds Screen allows the user to review, modify or record employer contributions and fee data
Screen Items
  • Balance Determination:

    • Employer: select a specific emplolyer or all employers.
    • Fund: select a specific fund or all funds.
    • Balance Date: select a date.
  • Tranactions:

    • Transactions List: review, modify or import employer contributions and fees.
    • Plus/Minus Buttons: add invoice and/or depost data for this emplyer
    • Grid Button: use the button to view the information in a worksheet format.
    • Import Button: (for future use)
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