Open an account
Navigate to the Overview on the customer to create the account.
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In the drop-down menu Account Type select Aksjesparekonto and click Confirm to create the account.
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The account is now created and is ready to be used. To deposit money click the action menu on the account and select Deposit Money.
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Add Key Figures
Click the action menu on the account to add relevant key figures.
In the popup ticket, you can select a key figure transaction in the drop-down menu.
When creating a key figure transaction it will impact the key figure dimension. Please note that this will not affect trade or settle dimensions.
Tax-Free Return: Adding a Tax-Free Return transaction that will affect the Tax-Free Return dimension and is used for tracking how much the customer can withdraw without being taxed.
Deposit - Deposit Balance: Adding a Deposit transaction will increase the Deposit Balance dimension and is used for tracking the deposit balance.
Withdrawal - Deposit balance: Adding a Withdrawal transaction will decrease the Deposit Balance dimensional and is used for tracking the deposit balance.
Taxable Withdrawal: Adding a Taxable Withdrawal transaction that will affect the Taxable Withdrawals dimension and is used for tracking how much of the withdrawals on the account need to be taxed.
Unused Deduction: Adding an Unused Deduction transaction will affect the Unused Deduction dimension and is used for tracking how much deduction the account has available.
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Fill the ticket with the relevant date and click Confirm to create the transaction.
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Navigate to the transaction tab to view the created key figure transactions. You can select to show all dimensions or select to view a specific in the list.
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To view a customer's position in a key figure, navigate to the position list in the top menu and select Cash. Select the balance dimension, enter the account for the customer, and click Search.
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