Icons and shortcuts

Created by Erik Åkerlund, Modified on Mon, 20 Feb, 2023 at 2:28 PM by Erik Åkerlund

There are many icons and shortcuts available in CRM Finance Web. Below you find a description of all icons and shortcuts.

Shortcuts without icons

By double clicking in the Ref No field or press F9 opens a read-only view of the deal. Use in Ledgers, Confirm - start, Transaction Status Overview
Press F3 to copy field value from row above. For example in Fixed / Floating rate loans
Press F4 to copy an entire row from above

Icon	Shortcut	Description
	Alt + F4	Exit The Exit button is used to close down the window.
	F6	Create record This function is used in most registers and in all the Deal input registration forms. It is a frequently used button with which you make the database ready to receive a new financial transaction, a new rate table, instrument, portfolio code, or a new report selection in the report generator. The Create record button has function key F6 if you use the keyboard.
	F4	Copy current transaction The Copy button is frequently used in the Deal input forms, the register and the report generator. You have created a record which is presently on the screen. By pressing the copy button or F4, you make a copy of the recent record which can then be changed and saved as a new transaction. When copying financial transactions the copied transactions' reference number will be left out since each new transaction must have a unique reference number.
	F10	Save changes The save changes button or F10, must always be used to commit entered transactions, registers, codes and report selections to the database. The program will prompt you to do so if forgotten when necessary.
	Shift + F8	Print The Print button in Deal input section creates a txt-file. In ledgers and most other views it creates an xlxs-file.
		Ledger design Enables you to design your own ledger
		Info Open an information window where you can write information either as information for yourself (User) or for all users that have access to that transaction/view (Company).
		Tree Structure Shows the Portfolio grouping for that code that you are currently viewing.
	F7 / F8 / Ctrl + Q	Enter Query / Execute Query / Cancel Query This button is available in almost all forms in the system. You press the button when you want to search for certain transactions, records, codes, tables etc. You place the cursor in any of the fields eligible for search in the active form and enter a known variable or combination of variables which signify the searched transactions. Then press execute query or cancel query. Press F7 twice to see latest query in current from.
	Ctrl + E	Extended selections 1 This function is available primarily in the ledger functions. It will enable selection of transactions based on a range of dates and reference numbers as well as complete portfolio selections. When an extended selection is activated, the large binocular will be colored red and further detailed queries of transaction are now possible within the extended selection via the regular query function (small binocular or F7/F8). An activated extended selection is deactivated with the Reset button from within the selection form.
	Up / Down arrow	Previous record and next record 1 The scroll buttons Previous record and Next record are used primarily in the Ledger and the back office sections Confirm start and Confirm close. It is also used when a number of transactions have been searched within a form and you look for the next or previous records behind the present.
	Shift + F10	Run / Execute This button is used primarily when running/executing reports, but also in Back Office for example when running batch codings and creating confirmations etc.
		Import report selections This function key will allow you to import reports selections created by other users.
		Add files It is possible to save files/documents in the database linked to a certain instrument (transaction). The functionality is available in all deal input forms. Click on the 'Add file' icon to add files. If saved files already exists the icon label is 'Edit files' and the icon is colored red.
		Create Mirror This function creates a mirror transaction to an already existing transaction.
		Function keys The function keys button will display the function keys that you can use instead of using the mouse to operate the toolbar buttons. The button is available in Ledger forms.
		Cancel Cancel a transaction
		Confirm The Confirm button is available in the Back office functions Confirm Start and Confirm Close. You mark a transaction with the cursor and Confirm by Clicking the button with the mouse. Alternatively you type X with the cursor in the field on the relevant transaction.
	Shift + F3	Confirm batch This button confirms all transactions. Confirms from and including current transaction to the end of list.
	F4	Codings By clicking the Codings button you reach the form for semiautomatic coding. This button is available in the Confirm start and Confirm close forms in the back office section. It is also available as read only in Transaction Status Overview.
	F5	Exchange rate from register The exchange rate button is available in Confirm close form in Back office. By pressing the button you set automatic exchange rates to the relevant transaction from exchange rate registers as at the maturity date of the transaction. See further instructions in the Systems parameter form.
	F6	Exchange rate from register in batch This button sets automatic exchange rates to all searched transactions in Confirm Close.
		Set FX rate from selected table This button sets automatic exchange rates to all searched transactions in Confirm Close. Choose the table you like to get the rates from.
	Shift + F4	Reconciliation of coupon transactions in Back office Confirm Start Double click in the “Quantity Nominal amount” field or press Shift + F4 to calculate outstanding amount of Bonds or Equities (Equity module). The coupon is calculated based on the outstanding amount.
		Reconciliation of coupon transactions in Back office Confirm Start in Batch Double click in the “Quantity Nominal amount” field or press Shift + F4 to calculate outstanding amount of Bonds or Equities (Equity module). The coupon is calculated based on the outstanding amount
		Rollover and Update opening balance This button is used for different functions in three different forms. In the FX Swaps form you make rollovers of FX swaps in a convenient way. In the Amortisation loans, Cross currency IR swaps and Multi currency loans forms it is used to rename contracts.
		Repos, Repurchase agreements In the Loans and deposits form you activate the second page of the form to register repurchase agreements. You will not be able to reach the Repo form until all mandatory fields are entered in the Loans/Deposit form.
		Net transactions Net transactions in Pay/Adv/Delayed tab in Pay/Advice Transactions (version 6.16.2) - send transactions to netting tab in previous versions.
		Gross net transactions Gross netting in Pay/Adv/Delayed tab in Pay/Advice Transactions.
		Reset Reset netting.
		Pending In Pay advice function send the selected transactions to Pending tab.
		Manual In the Pay/Advice function you send the selected transaction to the Exported Tab. It will not be included in the export filebut the transaction will be marked as paid.
	Shift + F6	Delay payment / Activate payment In the Pay/Advice function send the selected transaction (one by one) to the Delayed Tab. To activate again, right click and choose Activate.
		Send back In the Pay/Advice function send the selected transaction Pending Tab back to the Pay/Advice/Delayed tab
		Result In the Pay/Advice function click to see the result of the Netting Procedure on the screen.
		Reset Flags You can reset codings and match status on a specific transaction no. in Transaction Status Overview.
		Export preview / View actions In the Pay/Advice function run an Export Preview displaying the transactions ready to be exported. In Transaction status overview you can see when status has been changed and by whom.
		Start synchronize Used in ledgers for automatic update when new transactions arrive. When activated the light will be colored green.
		Add files Save files/documents in the database linked to a certain instrument (transaction). The functionality is available in following deal input forms: Loans and Deposits, Cross currency IR swaps, Fixed Floating rate loans, Leasing loans, Caps and floors, Guarantees, Danish mortgages bonds, Commodities – Swaps, Commodities - Caps and floors. If saved files already exists the icon lable is 'Edit files' and the icon is colored red.
		Confirmation signed / Confirmation Signed-Batch Keep track of signed and returned confirmations from counterparts.
		Opening Balance In Portfolio codes details in the tab Bank account you can enter opening balance for bank accounts manually.
		Opening Balance in Batch In Portfolio codes details in the tab Bank account you can update all opening balances on all bank accounts.
		EMIR Click to enter parameter settings