Dividend account codes not showing on dashboard

Question asked by Ros Northmore 7 years ago

I have favourited the two dividend account codes under Settings-Codes for one of my clients, but the monthly balances do not appear in my top 5 list on the dashboard.

How do I get these to appear?

2 Replies

Hi Ros - just tested it on mine and it works fine. Out of interest are these accounts set up automatically by the system when processing dividends or accounts you have set up yourself?

If it persists then probably best to send in a ticket on the client effected.

All the best Paul

Thanks Paul.

On that client it was one of each - the original automatic code plus an extra one I created.

I've tried on another client and it doesn't work for them either.

Perhaps its just me!

I will raise a ticket.

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