Request a trade change
This raises a request for the finance desk — nothing is edited here or in QuickBooks by itself. Split the amount across as many trades as you need, including leaving part of it where it is. Every line that moves needs a reason. The lines must add back to the FROM total to the cent before the request can be raised.
FROM — as booked today
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TOTAL to reallocate
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TO — one line per trade, each with its own amount and reason
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TRADE
AMOUNT
WHY THIS CHANGE
TO total — must match FROM
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Raise the request ⬇
cancel
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