Toolbar buttons

Created by Erik Åkerlund, Modified on Mon, 20 Feb 2023 at 02:29 PM by Erik Åkerlund


Saves inserted element e.g. deal, report, new tag etc.

If you want to regret what you just did
To update the deal

Will get same Deal ID, get same deal status. Could be useful to add a calculated fee to a Loan, Interest rate swap to hedge a Loan

To create a deal template for common deals

View the accounting on the deal

View all cash flow on a deal

To cancel the deal or to unlock a deal if changes are ne

All logged deal events e.g. who created the deal

Report Settings (choose measuring period, selections, columns etc)
Search for Deal ID, view in the menu, report 
Remove (delete) for example Report column definitions, or accounting
Create expressions used for the calculations of your own calculated columns
Run the report in Grid format
Run the report or Integration
Columns that you can add and remove to and from a report
Enters the tab Selection in different Report Settings. Narrow down (or up) your search criteria.
Recalculates the limits based on new information
Print the page or your report
Selects the transactions that are suitable for fixing
Fix interest rates from automatically selected rate registries
Fix interest rates from manually selected rate registry
Mark selected transactions to be fixed using their current rates
Sends you to the report that runs the accounting of unrealised
Share reports or views with other users
CopyCopy FX rates, reports etc

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