Fund Source Flow

Creating a fund source flow consists of recording the individual flow steps and sequencing them properly. When creating a new fund source flow, the grid will be empty. If you access this screen by previously selecting a fund source flow in order to view or update it, all the flow steps in the fund source flow will display in the grid.

Click Add Flow Step to add a new flow step to the fund source flow.

Click select to update an individual flow step.

Click delete to delete an individual flow step.  

How do I...

Record fund source flow  

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