How do I setup income withdrawals on holdings?

Within a clients holding record you have the ability to record one-off or regular withdrawals taken from a policy.

Firstly enter the relevant clients holding by navigating to the Clients > Holdings > Details > Withdrawals screen. Here you have a choice of two tabs dependant upon the type of withdrawal you are recording. The Withdrawals tab will allow you to see any existing withdrawals that have been detailed on the system as well as add one-off withdrawals to CCD:
One-off Withdrawal

Having navigated to the Clients > Holdings > Details > Withdrawals screen you have the option to add a withdrawal by using the + Add record option on the right of the screen. By clicking on this link the system will confirm that you wish to add a one-off withdrawal to the system:
After confirming this, you will be taken to the Clients > Holdings > Details > Withdrawals > Withdrawal screen where you can complete the details of the withdrawal to be taken:
You will notice that the top boxes in this screen relate to percentage of fund value and that it can work out the withdrawal amount by using the Copy down option on this screen. This will then populate the Amount withdrawn box for you however if your client is taking a monetary amount rather than a percentage then simply complete the Amount withdrawn instead. Once your details have been completed exit the screen by using the blue Withdrawals link in the Clients > Holdings > Details > Withdrawals > Withdrawal trail at the top of the screen.

You will now see your withdrawal details in the screen.

Regular Withdrawal

Having navigated to the Clients > Holdings > Details > Withdrawals screen you will need to click on the Set-up tab:
Once here you are able to complete the details of the withdrawal to be taken in the relevant boxes in the top of the screen. You will notice that once you have completed theses details that the Create withdrawal records to date option is now in red:
By clicking on this link the system will create a withdrawal record on the Clients > Holdings > Details > Withdrawals screen.

Your withdrawal expectation is now shown and you are able to produce a report showing the withdrawals by clicking on the Print withdrawal schedule link on the bottom of the Clients > Holdings > Details > Withdrawals screen.

You will also notice that on the Clients > Holdings > Details > Assets > Reports screen that the Total withdrawn figure has also been completed and that the Print withdrawal schedule is also available from this screen.