{"id":1034,"date":"2019-07-29T11:34:45","date_gmt":"2019-07-29T10:34:45","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_training&#038;p=1034"},"modified":"2024-08-05T15:39:13","modified_gmt":"2024-08-05T14:39:13","slug":"financial-supervisor-setup","status":"publish","type":"pracctice_training","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/training\/financial-supervisor-setup\/","title":{"rendered":"Financial Supervisor Setup"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>Franchise Categories<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What are Franchise Categories?<\/li>\n\n\n\n<li>Fields on the Add Franchise Category Page<\/li>\n\n\n\n<li>Creating Franchise Categories<\/li>\n\n\n\n<li>Editing Franchise Categories<\/li>\n\n\n\n<li>Archiving Franchise Categories<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Branches<\/strong> <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What are Branches?<\/li>\n\n\n\n<li>Fields on the Add Branch Page<\/li>\n\n\n\n<li>Creating Branches<\/li>\n\n\n\n<li>Editing Branches<\/li>\n\n\n\n<li>Printing a List of Branches<\/li>\n\n\n\n<li>Archiving Branches<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Departments <\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What are Departments?<\/li>\n\n\n\n<li>Fields on the Add Department Page<\/li>\n\n\n\n<li>Creating Departments<\/li>\n\n\n\n<li>Editing Departments<\/li>\n\n\n\n<li>Printing a List of Departments<\/li>\n\n\n\n<li>Archiving Departments<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Banks <\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What are Banks?<\/li>\n\n\n\n<li>Fields on the Add Bank Page<\/li>\n\n\n\n<li>Setting Up Banks<\/li>\n\n\n\n<li>Bank Code Structures<\/li>\n\n\n\n<li>Creating a New Bank<\/li>\n\n\n\n<li>Editing a Bank<\/li>\n\n\n\n<li>Archiving a Bank<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Interest Rates <\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What are Interest Rates?<\/li>\n\n\n\n<li>Fields on the Add Interest Band Page<\/li>\n\n\n\n<li>Fields on the Add Interest Rate Page<\/li>\n\n\n\n<li>Adding an Interest Band<\/li>\n\n\n\n<li>Editing an Interest Band<\/li>\n\n\n\n<li>Adding an Interest Rate<\/li>\n\n\n\n<li>Applying Rates to Interest Bands<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Deposit Accounts <\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What are Deposit Accounts?<\/li>\n\n\n\n<li>Fields on the Add Deposit Account Page<\/li>\n\n\n\n<li>A Note on Deposit Account Setup<\/li>\n\n\n\n<li>Adding a New Deposit Account<\/li>\n\n\n\n<li>Editing your Deposit Accounts<\/li>\n\n\n\n<li>Archiving your Deposit Accounts<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Periods <\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What are Periods?<\/li>\n\n\n\n<li>Fields on the Add Period Screen<\/li>\n\n\n\n<li>Adding a New Period Set<\/li>\n\n\n\n<li>Initialise the Standard Period Set<\/li>\n\n\n\n<li>Editing your Period Sets<\/li>\n\n\n\n<li>Archiving Period Sets<\/li>\n\n\n\n<li>Changing the Current Period<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Currencies<\/strong> <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What are Currencies?<\/li>\n\n\n\n<li>Accessing Currencies through Osprey<\/li>\n\n\n\n<li>Editing your Currencies<\/li>\n\n\n\n<li>Activating &amp; Deactivating Currencies<\/li>\n\n\n\n<li>Major &amp; Minor Units<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Countries<\/strong> <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What are Countries?<\/li>\n\n\n\n<li>Accessing Countries through Osprey<\/li>\n\n\n\n<li>Editing your Countries<\/li>\n\n\n\n<li>Activating &amp; Deactivating Countries<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Financial Security Setup <\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The Financial Security Area<\/li>\n\n\n\n<li>Adding a Financial Security Template<\/li>\n\n\n\n<li>Linking your Template to a Financial Area<\/li>\n\n\n\n<li>Editing a Financial Security Template<\/li>\n\n\n\n<li>Template Details &amp; Linking Actions<\/li>\n\n\n\n<li>Deleting a Financial Security Template<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Ledger Views<\/strong> <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What are Ledger Views?<\/li>\n\n\n\n<li>Fields on the Add Ledger View Page<\/li>\n\n\n\n<li>Adding a Ledger View<\/li>\n\n\n\n<li>Client Ledger Column<\/li>\n\n\n\n<li>Re-ordering the Ledger Columns<\/li>\n\n\n\n<li>Editing a Ledger View<\/li>\n\n\n\n<li>Deleting a Ledger View<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Posting Type Views<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What are Posting Type Views?<\/li>\n\n\n\n<li>Fields on the Add Posting Type View Page<\/li>\n\n\n\n<li>Adding a Posting Type View<\/li>\n\n\n\n<li>Editing a Posting Type View<\/li>\n\n\n\n<li>Deleting a Posting Type View<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Various set up aspects relating to financial areas of Osprey such as creation of Periods, financial access templates, Departments, Interest rates etc.<\/p>\n","protected":false},"author":19,"featured_media":0,"template":"","tags":[],"pracctice_customer_type":[22,20],"pracctice_training_area":[81,89],"class_list":["post-1034","pracctice_training","type-pracctice_training","status-publish","hentry","pracctice_customer_type-accounts-supervisor","pracctice_customer_type-system-supervisor","pracctice_training_area-accounts","pracctice_training_area-supervisor"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Financial Supervisor Setup - Osprey Approach Customer Support &amp; 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