This article will guide you through the process of adding a new reserve account for investment reserves.

You will not follow this process if you are trying to implement a Contribution reserving strategy. 

To process a contribution where the allocation will be deferred to the next financial year please refer to processing contribution reserves.

Navigate to fund Level > Members > New Reserve Account

1. Enter Description or use the Class default description "Reserve"
2. Enter Start Date in the following date format, DD/MM/YYYY
3. Enter End Date if applicable in the following date format, DD/MM/YYYY
   
   
   
   
4. Click Activate

Editing, Deleting and Suspending an existing Reserve Account

Navigate to fund level > Members > Browse Members

1. Select the particular reserve account from the Browse Members Screen.
   
   
2. Select Edit
3. Edit Account Name if required.
4. Edit Start Date if required.
   
   
   
   
5. Click Save 

What's Next?

Learn how to transfer a reserve by referring to Reserve Member's Transfer