Full details are available in Features by Geography.
About Account Management screen
The Account Management screen provides a list of eligible account numbers assigned to your organisation. Company Administrators will only see accounts assigned to your user entitlements. Click on an account from the grid to view additional information including Legal Entity Name, Product Entitlements, Divisions Assigned and Account Discretions (Asia only).
View and edit Account Profiles
- Right-click on a row to display the Context Menu where you can select the following actions: View, Edit or request Account Details Report.
- Click on a row to view the Account Management screen.
Control Bar
| CONTROL BAR ITEM | DESCRIPTION |
|---|---|
| View | View All accounts. |
| Reports | Click Reports to request an Account Details Report for one or more selected accounts. |
| Actions | Use the Actions menu to perform an action on a selected account: View or Edit. |
| Group | Group data on the screen by predefined criteria. |
| Filter | Filter data on the screen. Enter criteria into one or more text boxes that are under each column heading to display matching records. |
| Export | Export the records on screen into a CSV file. |
| Refresh | Refresh the records on screen. |
| Settings | Use Settings to save the View and Group selected. |
Columns
Learn how to tailor grid views to your needs, see Customise Grids.
| COLUMN | DESCRIPTION |
|---|---|
| Account Number | Registered account number. |
| Account Name | Registered account name. |
| Account Short Name | Account name that is displayed in the system. You can change this by editing the account. |
| Country | The country in which the account is domiciled. |
| Currency | The currency code of the account. |
| Account Status | The status of the account: Active, Closed. |
Account Management Profile
Select an account in the grid to view the Account Management profile screen. The Account Management screen provides information on the account, including the Legal Entity Name, Account Short Name, Account Address, Bank/Branch, Account Domicile Country or Region, Account Currency, Payment Funding Method, the products and service requests the account is entitled to, the Divisions the account is registered to, and Account Discretions (available for Hong Kong, India, Singapore, Philippines & Vietnam).
Account Management Control Bar
| CONTROL BAR ITEM | DESCRIPTION |
|---|---|
| Reports | Click Reports to request an Account Details Report. |
| Close | Close the Account Details screen and return to the Account Management screen. |
| Edit | Edit an account short name of add/remove an account to/from Divisions. |