Note: In order to set up impound and funding capability, you must have privileges at the group level to do so. These are set up through the Setup > System Configuration > Administration dialog.

If you delete a client that is using the Impound feature, checks and fund transactions are not automatically deleted from the impound checkbook(s). If these checks/transactions need to be removed from the impound checkbooks, you must either delete the checks and transactions from the client prior to deleting the client, or delete the checks and transactions from the impound checkbooks after the client is deleted and then adjust the impound balance as necessary.

Renaming the client ID for an impound client will cause records for that client to reflect the change within the impound checkbooks.

Using the Save As command to create a new impound client will not duplicate any checks or transactions for the new client within the impound checkbook.