Setup Trading Group Fiscal Year

Created by Ivy Thompson, Modified on Thu, 22 Jan at 3:24 PM by Ivy Thompson

Begin setting up trading periods by defining the dates, making them ready to use as search filters in Asset Availability.


Admin: Full Access
Super User: Edit Data Only
Basic User: View Only



Start creating the Trading Group Fiscal Year.

1. Go to Admin > Trading Periods Click the 'Create new Trading group' button


2. Name your Trading group and add the Fiscal Years


3. Create Trading Group


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