FAQ 54: Grid--Inputting beginning balances via the grid

Problem: How do I input each participant's beginning balance by source and fund using the grid?

Solution: The item name is VLPRIBAL and it is on the VALUE screens. Once that item has been chosen, you will have to input the source and fund that it should be posted to. If you have more than one source and fund combination, you will have to pick the item multiple times and change the source and/or fund accordingly. This will set up multiple columns within the grid for each of the beginning balance entries. As you input the prior balances in the grid, they will be automatically posted to the employees' Account Values screens for the applicable source and fund.