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Post Recurring Transactions

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Post the compiled recurring transactions worklist to the individual client accounts.

Avatar CFMS > Account Management > Recurring Transactions > Post Recurring Transactions

  1. The Type Of Transaction field displays the transaction type for the compiled worklist.
  2. The Transaction Code field displays the transaction code of the complied worklist.
  3. The Date Of Transaction field displays the date the worklist was compiled.
  4. Click Submit.