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To create a matching plan

  1. Open the record of the company member for whom you want to set up a matching plan.
  2. Select the Matching Plans tab.
  3. Set the focus on the empty row at the bottom of the data-grid.
  4. (Required) Enter the Match %. This is the percentage of the company member's contribution matched by the company.
  5. (Required) Enter the Minimum Contribution the company will match.
  6. (Required) Enter the Maximum Contribution the company will match.
  7. Enter the Start Date of the matching plan.
  8. Enter the End Date of the matching plan.
  9. Enter the Form Number of the matching plan.
  10. Enter any Notes associated with the matching plan.
  11. Click Interest Codes to open the Interest codes window.
  12. Select the interest code(s) for the matching plan (press Ctrl to select multiple codes).
  13. Click OK on the Interest Codes window.
  14. Click Save on the Manage customers window.

See Also

Managing Matching Plans Information

Manage customers window - Matching Plans tab

To edit a matching plan

To delete interest codes from matching plans

To delete a matching plan


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