Investment Funding administration

The Investment Funding application requires you to do some initial administrative tasks for it to be fully functional.

• Fiscal calendar setup for Investment Funding
  The Fiscal calendar setup you choose determines the fiscal periods used by your organization to request or allocate funds.
• Set Investment Funding preferences
  As an administrator, you can set global defaults for Investment Funding preferences, which affect the funding behavior.
• Create an investment entity
  Create an entity for investments through which you can receive or allocate funds.

Parent Topic:Investment Funding