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Automatic Fund Assignment

For automatic assignments, the following generally occurs:

• Automatic funding occurs when the record reaches the End step in the workflow business process, or when Finish Editing is selected in the non-workflow business process.
• The funds are assigned based either on the fund assignment order, or by the ratio of the amounts of each fund, as determined in the assignment options in the Properties.

It is possible to adjust funding after automatic fund assignments.

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Last Published Monday, October 13, 2025