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6. Once you get your results, click “Create/Add to Group”
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7. A pop up window will ask you to create a new group, or select from an existing group.
8. Once you have filled in the appropriate fields, click “Save”
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9. A “Success!” message will pop up and you’ll want to select “Yes, take me there” from the options
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10. The group will then pop up on your screen asking you to select an account and an action for the group , select the account first.
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11. Select the account you want the Interest to post TO from this dropdown list.
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12. Next, select the “Interest Allocations” action from the dropdown list.
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13. A popup wizard will display and ask you to define the Transaction Type, the Posted On date you want displayed for the Interest, and a Description for your transaction. Once completed, click “Next”
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14. After you click “Next” you’ll choose an Equity Account and the year for which you’re posting interest
15. Next, post the interest rates for each month you are posting interest for. Click “Next”
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16. Finally, you will review the total amount for all adjustments at the bottom of the screen.
| Info |
|---|
The amount displayed takes in to account the total balance in the equity account minus any AR balances. |
17. When you’re done reviewing the transaction - hit “Post Adjustments”
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18. You will then be routed back to the Group view, from there you can select “History” to view all posted transactions and print receipts.
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19. Select the line item for the transaction you want to view
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20. Review the information on the screen, select “Print All” to print the receipts for these transactions
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21. After hitting “Print All” you are brought to this screen, select the “Download” icon to download the receipt file
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Congratulations! You have posted interest!