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How to set up Funds to use the Form Tool

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Table of Contents

Table of Contents

Setting

The Display Form Tool in Fund Adjustment setting in Admin | Settings | Funds controls whether the form tool appears on the Adjustment tab.

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  • To return to the Data tab without saving changes, choose Cancel from the toolbar and select No when asked Do you want to save new fund adjustments?

  • Note: The changes to not take effect until posted

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