Table of Contents
Include Accounts
In the Accounts section under Coverages, you can include which accounts the allocation will apply to.
- Select accounts. Use the Select All checkbox to expedite the selection process if needed.
At the bottom is the option Include accounts added after the allocation is started? Check the box if you want new accounts to be automatically included in the allocation once it has started.
- Click Next to continue to the Rates section.
To ensure that an account is selectable, the status for the account must have the Add account to allocation rule activated. Read more about adjusting account status rules in Administration.
