User Guide
A comprehensive manual that helps you master a specific functionality or activity in Trading Programs.
Learn the basics
Security
Manage trading programs
- Breakdown of a trading program
- Setting up a trading program
- Single view of trading programs
- Add terms items to a trading program
- Edit a trading program's settings and terms
- Manage manual approval workflow
Manage program lines
- What if my program line doesn’t fit neatly into the frequency periods?
- Setting up your program lines
- Using the program line wizard
- Breakdown of a program line
- Making changes to your program lines
- Configure a mechanism
Generate reports
- Reporting in Trading Programs
- Generate a program earnings report
- Generate a daily earnings report
- Earnings result types
- Generate a transactions report
- View recent reports
Finance
- Daily Authorization Extract
- Finance App breakdown
- Finance snapshots
- Generate a debtors report
- Finance snapshots - Worked Example
- Generate a creditors report
Additional functionality
- Identify risks and opportunities with Watchlist
- Review and sign off programs with Executive Summary
- Forecasting program line earnings
- Calculate rebate based on price lists
- Generate a Trading Partner Reconciliation Report
- Channel Members functionality