• Settings Financial Services Transactions

    Published:

    This contains all the settings related to functionality within the Financial Services lock as it relates to Transactions.

  • Settings Enterprise Tools

    Published:

    This contains all the settings related to functionality within the Enterprise Tools lock.

  • Tags

    Published:

    Tags are used to create all the various different Tags users can mark any record in the system with.

  • Settings Open Architecture

    Published:

    This contains all the settings related to functionality within the Open Architecture lock.

  • Financial Services - Trade

    Published:

    Trade functionality is related to the standing data required to operate Transactions.

  • Exchange Rates

    Published:

    Exchange Rates represent the rate to use when converting from one currency to another.

  • Exchange Rates View

    Published:

    The Exchange Rates view shows all available exchange rates from a Currency to any other Currency.

  • Currency View

    Published:

    The Currency view holds all information about the standing data item Currencies used in Transactions and all financial processing.