Distributions
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Allows to select one of the funds distribution recipients. Selection, in turn, influences the number of available functions. Opens Form: Search Form |
New
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Allows to add a new vendor or holding account. |
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Vendor
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Allows to add a new vendor. Opens Form: New Vendor |
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Holding Account
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Allows to add a new holding account. The button opens the corresponding form. Opens Form: New Holding Account |
Details
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Allows to review or change a vendor's or holding account's details. Opens Form: Distributions Details |
Statements
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Allows to generate a vendor's or holding account's statements. Opens Form: Statements |
Perspective...
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Allows the user to change current perspective that he/she is working with. Opens Form: Portal |
Log Out
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Allows to sign out of the system and terminate current session. |