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  • Financial Indexes - FINA017

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Deck of Cards
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idOptions
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Card
labelAdd
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Allows adding a financial index.
Upon selecting this option, choose the Branch desired and click Ok.
Fill out the data in accordance with the instructions described in Main Fields.
See also the features available in Other Actions.

Card
labelEdit
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Allows editing the data of a financial index.
Upon selecting this option, choose the Branch desired and click Ok.
Adjust the data in accordance with the instructions described in item Main Fields.
See also the features available in Other Actions.

Card
labelDelete
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Allows deleting a financial index.
In main window, select desired record. Click Other Actions, select option Delete and confirm procedure.

Card
labelView
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Allows viewing data of a financial index.
Upon selecting this option, choose the Branch desired and click Ok.
See also the features available in Other Actions.

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labelSearch
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Allows the use of filters to order data based on the index selected, considering, for example, branch+code.


Main Fields 

Field:

Description

Index:

Financial index code.
Example:
04

Description:

Index description.
Example:
Index 04

Blocked:

Define whether the index is blocked. Select option 1 - Yes or 2 - No to fill out the content of this field.

Period:

Index periodicity. To fill out this field, select from the following options:
1 - Daily.
2 - Monthly.
3 - Quarterly.
4 - Biannually.
5 - Annually.

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