How can I make my allocation schedules not mandate...
# ask-stanley-ai
m
How can I make my allocation schedules not mandate a destination account?
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems that you can make your allocation schedules not mandate a destination account by using the "Use Source/Credit Accounts" option. This option appears to disappear when you switch from fixed allocation to dynamic allocation. Therefore, you should tick the "Use Source/Credit Accounts" option first and then change the allocation mode. This way, the allocation schedule will use the same account as the source/credit account and not mandate a separate destination account. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824215651
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.815340102
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.814323306
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