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Account

CurrencyType

  • Default Account Type - One and only multipurpose account type which is provided by default for every accounts.

Entities

  • "-" (dash) - System default entity, indicating absence of relation to an entity
  • USDAccount - System default entity USD
  • EUR - System default entity EUR
  • CHF(Provisional) - SystemInterim defaultaccount entityfor CHF
    • cash
  • GBPin -transfer: Systemafter defaultrecognition entitybut GBPbefore actual movement.

Currency Entity Viewer Layout

  • User code (user_code) - unique code for the entity
  • Country - associated country
  • Short name (short_name)
  • Name (name)
  • Public name (public_name)
  • Notes (notes)

Currency Form Layout

  • Currency - Complex Field which include Full Name, Short Name, User Code, Show by Default (Name by Default)
  • Status - Enabled/Disabled/Deleted (Disabled is when it's excluded from reports)
  • Public name
  • Country - associated country
  • Notes

Currency Import Scheme

  • STD - CCY (com.finmars.standard-import-from-file:currencies.currency:ccy)
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