In this article, you will learn how to enter a term deposit acquisition.
Navigate to fund level > Transactions > Investment - Buy > Term Deposit Acquisition
- Select Holding Account relevant term deposit account
- Enter Deposit Date on which the term deposit commenced
- Enter Deposit Amount the term deposit was started with
- Enter Description of the event e.g. Term Deposit Acquisition
- Click Submit once all details have been entered
What's Next?
Learn how to process a Term Deposit Redemption and Term Deposit Rollover.