Entering membership details into a pension - V3

1. Click on the Membership details button to launch the adjusting journal entries dialog box.

2. Click on Current entry and select the Membership details for the relevant scheme.

Membership details can then be entered here.

Membership can also be entered directly into the Caseware database by going into Caseware and selecting the Trial Balance tab and then Performance Measures.

Note: This will only work if you use Caseware's default account codes. If you are using your own account codes, please enter the performance measures before clearing out the working trial balance to import.