Generic Holdings - Contributions

This article is a continuation of Creating a Generic Holding

To add contributions to a Generic Holding, click New in the Contributions area:

Select either Regular, Single or Transfer:

Complete details of the contribution:

Once all fields are complete, Save

The contribution can be found on the details screen of the holding:

If you would like to edit the details, click Edit under the drop down arrow:

For further information on Generic Holdings, see article Generic Holdings - Withdrawals