1. In Allocation Management, Pools, open the pool.
  2. Enter the account after the last account listed.
  3. Save and Close the pool.
  4. In Allocations, open the allocation using the updated pool.
  5. Select Allocation, Refresh from Pool from the menu bar.
  6. The following menu will appear:
    • ​Refresh these items from pool [pool name]:
      • Pool Basis
      • Interfund
      • Source Accounts
      • Destination Accounts
    • Only mark the boxes for the options that you would like to overwrite from the pool. (For example, if you updated the Interfunds, the Source Accounts and/or the Destination accounts in your pool and would like those updates to appear in the Allocation, you would want to leave the Interfund box, Source Account box, and/or Destination Account box marked. If you only recently changed the Pool basis on the Pool record and would like for just this change to be reflected in the Allocation record, you would want to leave the Pool Basis option marked and unmark all other options to prevent those from being overwritten.
  7. Save and Close the allocation.
  8. Repeat steps 4, 5, and 6 for all allocations that use the updated pool.