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Manage customers window - Matching Plans tab

From Customers, select Manage customers, find customer record, and select Matching Plans tab

Match%

(Required) Use this field to enter the percentage of the company customer's contribution that the company will match. Numerals of 0.01 to 999.99 are acceptable.

Minimum Contribution

(Required) Use this field to enter the minimum monetary amount of the employee's contribution that the company will match.

Maximum Contribution

(Required) Use this field to enter the maximum monetary amount of the employee's contribution that the company will match.

Start Date

Use this field to enter the starting date of the matching plan.

End Date

Use this field to enter the ending date of the matching plan.

Form Number

Use this field to enter the matching plan's form number.

Notes

Use this field to enter notes associated with the matching plan.

Interest Codes

Opens the Interest Codes window. The Interest codes window is used to apply a matching plan to a specific Interest Code. Interest Codes are defined by your administrator.

Sample Interest Codes window

Note: Your administrator can control access to the Matching Plans tab.

See Also

Managing Matching Plans Information

To create a matching plan

To edit a matching plan

To delete interest codes from matching plans

To delete a matching plan


ASI logo 10.6 Production Release. Updated 7/22/2005 4:21:31 PM
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