In Update balance limits, you learnt how to set custom balance limits for each balance type. In this article, we will show you how to override the hard limits for specific account types.
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On the AMS menu, click Financial > Account Management > Balance Types.
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Under Balance Limit Settings, select a balance type.
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Under Account Types, click Edit next to an account type.
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Update the fields as required.
|
Field |
Description |
|---|---|
|
Account type |
Account type that is exempted from the limits set under Balance Limit Settings. |
|
Balance Minimum |
Minimum balance for accounts of this type. |
|
Balance Maximum |
Maximum balance for accounts of this type. |
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Click Save.
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Enter a reason for overriding the balance limits, then click CONFIRM.