- Properties Directory for Transactions and Trades contain extra information for accounting and analyses
of your trade. We believe it is the main
directory, and we highly recommend using it when you work with the software.
You can open the Directory list form from the Menu
--> Directories --> Properties or from the document forms Transaction or
The layout of the Directory element list form:
The Menu panel contains 3 icons to control the
- add a new
- edit the
- delete the
current element. The deleted element cannot be restored.
The layout of the Directory element could be of 2
types depending on the selected Type of values.
For List of values:
For other Types of values:
What happens if we add a new property?
1. A new column will be added in the Journal of Documents
2. The documents Transactions and Trade give the opportunity to select a new property and to
specify its value
3. A new Report type will be created for List of values and Number Properties.
4. List of values Property gives an opportunity
to set an extra filter
Please read about each type of properties
Use Property templates for quick filling in
Properties in the documents Transactions and Trade