FAQs: Reviewing Available Funds
How do I individually select the funds that I want to see whether or not they are available?
To individually select funds that have a free balance
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In the wizard properties, clear the When Searching Funds, Go Directly from Fund Lookup to Review All behavior. |
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In the Fund Search step, identify the funds you want to review. |
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In the Select Fund ID table, select the check boxes for the individual funds you want to review for free balance. |
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Click Review Selected Funds. |
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The Fund ID, Fund Name, Free Balance, and Percentage Free values for each available fund appear in a table. |
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If the selected funds have no available free balance, a message displays. |
How do I go directly to all funds and skip the selection step?
To go directly to a list of all funds
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In the wizard properties, select the When Searching Funds, Go Directly from Fund Lookup to Review All behavior. |
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In the wizard properties, select the Select All default. |
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In the Fund Search step, identify the funds you want to review. |
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Review the information under the Financial, Performance, and Copies tabs for the selected funds. |
How do I change the fiscal cycle or library defaults while using fund wizards?
Default values can only be changed using the Session Settings wizard. You must first use the Session Settings wizard to change these settings, then proceed with the other wizards.
Related topics
Review Available Funds Wizard
Session Settings Wizard: Acquisitions and Selection Lists
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