Back  Top

Procedure for Register securities type

Function outline

Register the type of the securities valuation method.  You can register types by layer.

1. Screen display method

  1. Select [Assets]  →  [Investment securities]  →  [Register].
  2. Select [Register Securities Type] from the menu.
     →  The [Register securities type] screen is displayed.

2. New registration


 →  To Menu Reference

  1. Click the "New(N)" button.
  2. Enter data for the valuation method.
    Enter more data into the items on the [A/C 1], [A/C 2] and [Additional information] tabs.
  3. Click the "Save (S)" button.
     →  The registered type information is displayed on the left-hand side of the screen.

3. Modifying

  1. Select securities type information to be modified from the left-hand side of the screen.
     →  The details of the data to be modified are displayed in the [Details].
  2. Modify the data.
  3. Click the "Save(S)" button.
     →  The modified type information is saved.

 

Back  Top

Copyright © 2019 Business Engineering Corp.