Button | Action |
---|---|
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 | |
Copy | Copy FX rates, reports etc |
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article