- Accounts Directory contains the information about your accounts.
You can open the form from the Menu --> Accounts or from any form with this Directory:
The layout of the Directory element list:
Menu panel contains 4 icons to control the elements:
- add a new element
- edit the current element
- delete the current element. The deleted element cannot be restored.
- favorite. Selected element is added to new documents by default.
Layout of a Directory element:
Name could be anything, but in some cases it should match the one on your trading platform. Please see the details in the description of data import for your platform.
Number in some cases should match the one on your trading platform.
Currency of the Account must be real, otherwise the reports will fail to compile in the right way.
If you use one account, then you can click Favorite button, then it will be added by default to other new documents.