Setting Global Assumptions for Accounts

  To set global assumptions for accounts:

  1. Access Global Assumptions .

    See Using Local Global Assumptions .

  2. Select Accounts.

  3. Optional: In Account(s) to export, select accounts.

  4. Optional: Select a Transfer Type:

  5. Optional: Select an Order By option and click Refresh:

  6. Optional: Click Find Accounts to search.