Add Account Funding Rule Page

This page allows you to add or make changes to account funding rules.

For instructions, see Add Account Funding Rules.

The fields and buttons located on this page are:

  • Save: Click to save changes to the funding rule.
  • Cancel: Click to discard any changes you may have made to the funding rule.
  • Account Funding Rule Details:
    • Name: Enter the name of the funding rule in this field.
    • Active: Select to make the funding rule active and available for use.
    • Description: Enter a description of the funding rule.
  • Funding Source Breakdown:
    • Funding Source: Displays the name of the funding sources that make up the funding rule.
    • Description: Displays the description of the funding source.
    • Percentage: Enter the percentage that should be distributed to the funding rule from each funding source. The total percentage for all funding sources must equal 100.