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
- Setting up your program lines
- Using the program line wizard
- Breakdown of a program line
- Making changes to your program lines
- Configure a mechanism
- Using additional conditions
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
Reconcile cash
- Making use of payment granularity
- Finance App breakdown
- Generate a debtors report
- Generate a creditors report
- Generate a payment allocation report
- Record a payment
Additional functionality
- Configurable individual targets
- Generate a Trading Partner Reconciliation Report
- Finance snapshots
- Finance snapshots - Worked Example
- Identify risks and opportunities
- Forecasting program line earnings