"Use Segregation for income allocation only" has been switched on however there are no segregation policies for the current period.

Overview

This alert will be shown where segregation for income allocation only has been enabled but there are no segregation policies present in the Segregation Dashboard.

Solution

Check that there is a segregation policy for the fund during the financial year create entries is being attempted for.

For instructions on creating a segregation policy for a fund, please see Create Segregation Policy for a fund in Simple Fund 360.