Fund a top-level investment

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Allocate funds to a top-level investment so that the investment owner can distribute funds further.

    Antes de Iniciar

    Role required: sn_invst_pln_v2.investment_planner

    Procedimento

    1. Navigate to All > Investment Funding > Top level Investments.
    2. Open an investment to which you want to allocate funds.
    3. On the Details tab, click Add fund.
    4. On the form, fill in the fields.
      Tabela 1. Add fund form
      Field Description
      Fiscal period

      Fiscal period for which the fund is allocated to the investment.
      Funded capex

      Amount funded as a capital expense.
      Funded opex

      Amount funded as an operating expense.
    5. Click Submit.

    Resultado

    The top-level investment is funded with the specified amount for the selected period.