When creating a new transaction it is possible to choose between five different fund types:

  • Hardware Fund

  • Subsidiary Fund

  • General Fund

  • Buyout Fund

  • Rebate Fund

Creating a new transaction can be done through a customer account, and selecting New Transaction from the sales drop down.

Please note: This is the sales drop down within the customer account, rather than the top sales drop down.

Within the New Transaction pop up window, the different fund types can be chosen from the Type drop down.

The amount and a description can then be adding before saving the transcation into the customer account.

From there, the balances for these different fund types can be viewed by scrolling down the customer account to Customer Balances – which can be found on the left-hand side.

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