Flight Ascend Values Analyzer User Guide. Introduction. Values Home Page. Navigation around the product

Size: px
Start display at page:

Download "Flight Ascend Values Analyzer User Guide. Introduction. Values Home Page. Navigation around the product"

Transcription

1 Flight Ascend Values Analyzer User Guide Introduction Flight Ascend Values Analyzer (FAVA) is a new platform designed to replace ASO Values and become the unified platform for accessing all FlightGlobal values products. The new platform offers improved user experience and seamless connection to Flight Fleets Analyzer. Flight Ascend Values Analyzer has been designed based on extensive user feedback, and it will continue to be developed and enhanced on an ongoing basis. If you have any feedback or comments, please use the support link available from every page within Values Analyzer, or send an to the following address: support@flightglobal.com. This user guide can help as a reference when using Flight Ascend Values Analyzer. There is no need to read from beginning to end you can go directly to the section you are interested in. Values Home Page The Flight Ascend Values Analyzer home page is a single place from where you can easily get to all your Values products. As we add more functionality, more content will appear on the page. Currently you can: 1. Run a specific fixed-wing aircraft or a helicopter valuation 2. Run a generic fixed-wing aircraft or a helicopter valuation 3. Run a generic engine valuation 4. NEW: Access the valuations you ran in the past 6 months Navigation around the product 1

2 We have tried to make sure that it is easy to find exactly what you need on Flight Ascend Values Analyzer. On the top black header bar you will find several quick links. 1. Links to other Flightglobal products, such as Flight Fleets Analyzer and Flight Dashboard. They open the product in a new tab. 2. NEW: Glossary all the terms used in our Values and Fleets products are included 3. Support link contains several options: NEW: access to Values Methodology to FlightGlobal Support team Access to Fleets Analyzer Knowledge Base 4. Help starts the first-time user experience programme that walks you through the product Specific Aircraft Valuation Select the aircraft To run a specific aircraft valuation for a fixed-wing aircraft or a helicopter, type in the registration or the serial number into the search box. The system would provide you with suggestions of the aircraft, matching your search parameters with the aircraft manufacturer and type indicated in brackets. Aircraft for which an online valuation is available, when highlighted would have Run valuation text appear next to them. If you select this aircraft, valuation parameter page will open Aircraft for which only desktop valuations are available, when highlighted would have Desktop Valuation text appear next to them. If you select this aircraft, an to request a desktop valuation will open. 2

3 Select the valuation parameters NEW: The specific aircraft valuation parameter page is located on one of the tabs of the aircraft profile. To get more information on the aircraft itself, click through the other tabs of the profile. You can also navigate to the specific aircraft valuation parameter page from Flight Fleets Analyzer by going to the aircraft profile and then selecting the Values tab. NEW: When there is a difference between the operating and certified MTOW-Engine combination, it is possible to select the configuration at which to run the valuation. NEW: In the Specification Adjusters section a list of specification adjusters that we are aware of is presented, alongside with the date of the last specification review we are aware of. If the specification adjusters listed from the latest details that you have, please contact us and we will amend the records shortly, after which you would be able to run the specific aircraft valuation with the latest details Alternatively, if you would like to view a valuation of this aircraft with a range of different scenarios for the possible specification adjuster combination, click Generic valuation link in the Specification adjuster section. Select the inflation rate, which you would like to apply to the future values. In the results table you will see the inflated (as per the selected inflation rate) and the non-inflated values side by side. 3

4 Once you are satisfied with your parameter selections, click Run Valuation. This action will remove one credit from your entitlement. NEW: If some of the values are not available (i.e. due to market conditions), a warning message will appear, detailing which values would not be available. At this point, you can decide to proceed with the online valuation, request a desktop valuation or cancel the action. No credit will be taken until you select to proceed with the valuation NEW: In case we are aware that the aircraft you are valuing has suffered an accident in the past, we will notify you about it. Note: the online valuation would not take the potential impact of the accident on the aircraft value into account. 4

5 View valuation result Once you select to proceed with the valuation, the Specific aircraft result page will open in the new foreground tab. On each specific valuation tab you will be able to see Details of the aircraft Date of the valuation Notes and assumptions, including the selected MTOW-Engine combination, inflation rate and any specification adjusters Current aircraft values table Future aircraft values table and interactive chart NEW: Liquidity Overview - if you are also subscribed to Flight Fleets Analyzer, you will see a brief summary of the fleet of the value sub-series that is valued. The liquidity overview section is based on the Flight Fleets Analyzer data. 5

6 6

7 Export valuation results You can export the valuation results by clicking the Export button: Export default PDF file Export default Excel file NEW: Custom export this will allow you to select what values you would like to export as well as the export format Generic Aircraft Valuation Select the aircraft To run a generic aircraft valuation for a fixed-wing aircraft or a helicopter, type in the manufacturer, type or the value sub series into the search box. The system would provide you with suggestions of the aircraft, matching your search parameters. Aircraft for which an online valuation is available, when highlighted would have Run valuation text appear next to them. If you select this aircraft, valuation parameter page will open Aircraft for which only desktop valuations are available, when highlighted would have Desktop Valuation text appear next to them. If you select this aircraft, an to request a desktop valuation will open. 7

8 Select the valuation parameters In Step 1, select the basic parameters of the aircraft that you are valuing, including engine, MTOW and year of build. If you wish to base your generic aircraft valuation on a specific aircraft, type the aircraft registration or serial number into the search box and chose one of the provided options. Upon selection, all the fields will be populated with the details of your chosen specific aircraft, which you would then be able to alter. 8

9 Once you are happy with your selections, click Next. In Step 2, select the specification adjusters. If no specification adjusters are available for this aircraft, you will go straight to Step 3. For helicopter valuations, select at least one usage. This will define the list of typical specification adjusters. You can further refine the list by Selecting Usage Changing the specification adjuster selection by adding / deleting from the list of default and available specification adjusters. You can do this by deleting them from the list on the right, or ticking and unticking them in the list on the left. The non-default specification adjusters will appear in the list in bright blue colour. Once you are happy with your selection, click Next. You will be able to view all the selected specification adjusters on the valuation result. 9

10 In Step 3, select the inflation rate, which you would like to apply to the future values. In the results table you will see the inflated (as per the selected inflation rate) and the non-inflated values side by side. You can also return to any of the previous steps to review / change your selections by clicking on them. Once you are satisfied with your parameter selections, click Run Valuation. This action will remove one credit from your entitlement. NEW: If some of the values are not available (i.e. due to market conditions), a warning message will appear, detailing which values would not be available. At this point, you can decide to proceed with the online valuation, request a desktop valuation or cancel the action. No credit will be taken until you select to proceed with the valuation 10

11 View valuation result Once you select to proceed with the valuation, the generic aircraft result page will open in the new foreground tab. On each specific valuation tab you will be able to see Details of the aircraft Date of the valuation Notes and assumptions, including the selected inflation rate and any specification adjusters Current aircraft values table Future aircraft values table and interactive chart NEW: Liquidity Overview - if you are also subscribed to Flight Fleets Analyzer, you will see a brief summary of the fleet of the value sub-series that is valued. The liquidity overview section is based on the Flight Fleets Analyzer data. 11

12 12

13 Export valuation results You can export the valuation results by clicking the Export button: Export default PDF file Export default Excel file NEW: Custom export this will allow you to select what values you would like to export as well as the export format Generic Engine Valuation Select the engine To run a generic engine valuation, type in the manufacturer, type or the sub series into the search box. The system would provide you with suggestions of the engines, matching your search parameters. Engines for which an online valuation is available, when highlighted would have Run valuation text appear next to them. If you select this engine, valuation parameter page will open Engines for which only desktop valuations are available, when highlighted would have Desktop Valuation text appear next to them. If you select this engine, an to request a desktop valuation will open. 13

14 Select the valuation parameters In Step 1, select the basic parameters of the engine that you are valuing, In Step 2, select the specification adjusters. In Step 3, select the inflation rate, which you would like to apply to the future values. In the results table you will see the inflated (as per the selected inflation rate) and the non-inflated values side by side. View valuation result 14

15 Once you select to proceed with the valuation, the engine valuation result page will open in the new foreground tab. On each specific valuation tab, you will be able to see Details of the engine Date of the valuation Notes and assumptions, including the selected inflation rate and any specification adjusters Current engine values table Future engine values table and interactive chart Export valuation results You can export the valuation results by clicking the Export button: Export default PDF file Export default Excel file 15

16 NEW: Custom export this will allow you to select what values you would like to export as well as the export format Access Previous Valuations NEW: You can now access the default excel and PDF export files from all the valuations you ran in the past 6 months (provided there was no break in your subscription in this period of time). NOTE: the values in these export files will stay as on the date that the valuation was run. For a quick access to the latest valuations ran, see the My Recent Valuations widget on the Values Analyzer home page. By clicking on one of the recent valuations, the PDF and excel export files will download automatically. 16

17 You can also access all the valuations you ran in the past 6 months and view more details on them by clicking View All on the My recent Valuations widget. Alternatively, click Recent Valuations link on the lower black header bar. This will bring you to the full directory outlining the valuation parameters and arranged by the type of valuation run. Publications Publications view incorporates Asset Market Commentaries, Asset Ratings and Aircraft Programme References all in one place. It will also include whitepapers and special reports that Flight Ascend Consultancy team produces. NEW: Several new features have been introduced to help you find the content relevant to you View and search for all publications in one place 2 years of publications history for every publication (where available) Easy way to search by keyword or publication series 17

18 A separate Ratings view allows a quick overview of the ratings with the rating results showing for the publications you are subscribed to. Portfolios Portfolios section of Values Analyzer allows customers to access their pre-set portfolios. Portfolio valuations (including individual valuations of the aircraft within any of the portfolios) can be run any number of times without extra credits being taken from the user. There are several ways to access Portfolios section: By clicking on the Portfolio name on the Portfolio widget on the home page By clicking on the View All link on the Portfolio widget on the home page By clicking on the Aircraft Portfolio tab on the black header bar anywhere on the website Current values view Current Values view is the default view you will be directed to when you click to go to Portfolios section. If you have more than one portfolio and have not pre-selected it by clicking on the particular portfolio name from the home page, the system will prompt you to select the portfolio you wish to value. 18

19 Once you have selected the portfolio, the grid will load with the current values. NEW: The grid is completely flexible choose what you want to see and how Choose what values appear in the grid by clicking on Add/ Remove Values button Choose what aircraft details to view by clicking on Add/ Remove Aircraft Details button View your portfolio in Fleets Analyzer (in a new tab) by clicking on View in Fleets Analyzer button NEW: Use filters to manage what aircraft appears in your grid by using the filters Filter aircraft in your portfolio by a parameter of your choice (i.e. all aircraft with a particular engine) Switch between portfolios 19

20 Future values view Future values are available on the future values view. To select the parameters of the future valuation, click on the button at the top of the page and change the parameters to suit your preference: NEW: Select if the aircraft would be valued at the Operating or Certified MTOW-Engine configuration. For aircraft that has only one MTOW-Engine combination, it is assumed to act as operated and certified. Similarly to the current values view you can Choose what value metrics and aircraft details appear in the grid Filter what aircraft appears in the grid Summary view Summary view allows you to view the summary metrics of the portfolios you have NEW: Select the columns and metrics you want to see in your summary grid Remove portfolio filter to view metrics for all portfolios, or select several to compare Use filters to only look at selected aircraft across portfolios (i.e. with the same engine type) Edit the valuation parameters, including the forecast horizon 20

21 Export portfolio valuation You can Export the portfolio valuation results from any view. Click on the Export button and the download of a zip folder with Excel and PDF exports will start immediately Excel file will include all the selections you have made in the grids PDF file will include all the selected values, but the number of aircraft parameters included will be limited to make the file readable You can only export one portfolio results at a time, so if you are on a summary grid and are viewing multiple portfolios, the system would prompt you to select the portfolio you wish to export. 21

Flight Ascend Values Analyzer User Guide. Introduction. Values Home Page. Navigation around the product

Flight Ascend Values Analyzer User Guide. Introduction. Values Home Page. Navigation around the product Flight Ascend Values Analyzer User Guide Introduction Flight Ascend Values Analyzer (FAVA) is a new platform designed to replace ASO Values and become the unified platform for accessing all FlightGlobal

More information

Contents. Introduction

Contents. Introduction Getting Started Introduction O&M Profiler User Guide (v6) Contents Contents... 1 Introduction... 2 Logging In... 2 Messages... 3 Options... 4 Help... 4 Home Screen... 5 System Navigation... 5 Dashboard...

More information

Fannie Mae Connect Release Notification

Fannie Mae Connect Release Notification Fannie Mae Connect Release Notification June 26, 2017 During the weekend of June 24, 2017, Fannie Mae will implement Fannie Mae Connect Version 7.0, which will provide a new, easy-to-use design and layout.

More information

Atradius Atrium. July version 3.0. Atradius Atrium. User manual. Atradius Atrium - User Manual Version 3.0

Atradius Atrium. July version 3.0. Atradius Atrium. User manual. Atradius Atrium - User Manual Version 3.0 July 2018 - version 3.0 User manual 1 - User Manual Version 3.0 Drive your business forward with powerful, easy-to-use credit management tools is the Atradius online platform, which offers you one place

More information

Product Eligibility and Pricing Services. Loan Originator User Guide

Product Eligibility and Pricing Services. Loan Originator User Guide Product Eligibility and Pricing Services Loan Originator User Guide Table of Contents Table of Contents Log In... 1 Enter New Loan Data... 1 Evaluate Products... 6 Analyze Search Results... 6 Update Search

More information

Account Management User Guide

Account Management User Guide Account Management User Guide The Account management section is where you can view your live client accounts, run reports and change the clients investment strategy. Login From your resource centre, click

More information

PNC BENEFIT PLUS HSA INVESTMENT USER GUIDE. Home Page and Dashboard Navigation. pnc.com/pncbenefitplus

PNC BENEFIT PLUS HSA INVESTMENT USER GUIDE. Home Page and Dashboard Navigation. pnc.com/pncbenefitplus PNC BENEFIT PLUS HSA INVESTMENT USER GUIDE Home Page and Dashboard Navigation Top Right Quick Link Options: Home (will always return to the screen below), Print Screen and Logout. Menu Bar: Contains your

More information

Using REEFS Payments and Escrow Functions

Using REEFS Payments and Escrow Functions 16-Nov-2017 C A Y M A N I S L A N D S MONETARY AUTHORITY Using REEFS Payments and Escrow Functions 16-Nov-2017 Page 2 of 14 Contents 1 Summary... 3 2 User Roles for accessing the features... 3 3 Payments

More information

QUICK START GUIDE. For technical support, please contact

QUICK START GUIDE. For technical support, please contact Use the Quick Start Guide for the very basics finding policies, viewing and printing model content, and adding model content to your policy manual. Manual Basics... 2 Navigating Policies... 3 Important

More information

Using REEFS Payments and Escrow Functions

Using REEFS Payments and Escrow Functions 25-Jun-2018 C A Y M A N I S L A N D S MONETARY AUTHORITY Using REEFS Payments and Escrow Functions 25-Jun-2018 Page 2 of 16 Contents 1 Summary... 3 2 User Roles for accessing the features... 3 3 Payments

More information

TABLE OF CONTENTS ABOUT INVESTORTRAX 3 NAVIGATION BAR 4 ACCOUNT SEARCH (HOMEPAGE) 4 ACCOUNT DETAILS 5-10 TRANSACTIONS 11 INVESTMENTS 12

TABLE OF CONTENTS ABOUT INVESTORTRAX 3 NAVIGATION BAR 4 ACCOUNT SEARCH (HOMEPAGE) 4 ACCOUNT DETAILS 5-10 TRANSACTIONS 11 INVESTMENTS 12 TABLE OF CONTENTS ABOUT INVESTORTRAX 3 NAVIGATION BAR 4 ACCOUNT SEARCH (HOMEPAGE) 4 ACCOUNT DETAILS 5-10 TRANSACTIONS 11 INVESTMENTS 12 STATEMENTS/ REPORTS/ TAX INFORMATION 13 INVESTORTRAX FAQ 14-15 2

More information

Broker History User Manual

Broker History User Manual Broker History User Manual Table of Contents Welcome... 2 New Search... 2 The Watched List... 4 Managing the watched list... 4 To see your watched list... 5 Understanding the Credit report... 6 Broker

More information

ONEVIEW LIFE USER GUIDE

ONEVIEW LIFE USER GUIDE ONEVIEW LIFE USER GUIDE How to make the most of this client management portal April 2019 Contents 1. HOW TO LOG IN 4 1.1 Access OneView Life via Adviser Advantage 4 1.2 Access OneView Life via Illustrator

More information

Store Credit Magento Extension User Guide Official extension page: Store Credit

Store Credit Magento Extension User Guide Official extension page: Store Credit Store Credit Magento Extension User Guide Official extension page: Store Credit Page 1 Table of contents: 1. General Settings.....3 2. Store Credit Product Creation.. 5 3. Product Price Settings..6 4.

More information

Margin Direct User Guide

Margin Direct User Guide Version 2.0 xx August 2016 Legal Notices No part of this document may be copied, reproduced or translated without the prior written consent of ION Trading UK Limited. ION Trading UK Limited 2016. All Rights

More information

HEALTH SAVINGS ACCOUNT (HSA) INVESTMENT PORTAL GUIDE

HEALTH SAVINGS ACCOUNT (HSA) INVESTMENT PORTAL GUIDE HEALTH SAVINGS ACCOUNT (HSA) INVESTMENT PORTAL GUIDE Table of Contents HOME PAGE... 3 Menu Bar... 3 Welcome to your HSA Investment Account... 3 Your Investment Portfolio... 3 Your Investment Elections:...

More information

How to import appraisals into Sequel

How to import appraisals into Sequel How to import appraisals into Sequel Part 3 Updating an existing appraisal with a new version Brief You need to update an existing appraisal in your project. This might be because the scheme has changed

More information

Manually entering employee data

Manually entering employee data Manually entering employee data This guide is designed to walk you through entering employee data manually in your employer Online Services account. This method is suitable for employers who don t use

More information

Welcome to Dearborn National s. Benefits Manager. Instruction Guide for. Web Billing. Contents Next > BM.WB

Welcome to Dearborn National s. Benefits Manager. Instruction Guide for. Web Billing. Contents Next > BM.WB Welcome to Dearborn National s Benefits Manager Instruction Guide for Web Billing Contents Next > BM.WB.021517 This instruction guide demonstrates how to navigate through Dearborn National s Benefits Manager.

More information

FxCraft Trade Manager User Manual (version 1_01)

FxCraft Trade Manager User Manual (version 1_01) FxCraft Trade Manager User Manual (version 1_01) 1 Table of contents FxCraft Trade Manager... 1 User Manual... 1 Introduction... 3 Short description of the product... 4 Installation... 5 Main Window...

More information

Scheme Management System User guide

Scheme Management System User guide Scheme Management System User guide 20-09-2016 1. GETTING STARTED 1.1 - accessing the scheme management system 1.2 converting my Excel file to CSV format 2. ADDING EMPLOYEES TO MY PENSION SCHEME 2.1 Options

More information

IQ DEBTORS INTEREST CHARGING

IQ DEBTORS INTEREST CHARGING IQ DEBTORS INTEREST CHARGING PREFACE This is the guide for IQ Retail (PTY) Ltd Accounting Software Systems. It will cover in detail, the technical aspects which are applicable to the IQ Enterprise 7 Accounting

More information

Morningstar Office Academy Day 4: Research and Workspace

Morningstar Office Academy Day 4: Research and Workspace Morningstar Office Academy Day 4: Research and Workspace - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1 Lesson 1: Modifying Research Settings.......................................

More information

Morningstar Direct SM Getting Started

Morningstar Direct SM Getting Started Morningstar Direct is a global investment analysis platform that unites all of Morningstar s data and institutional research, private and third-party content, rigorous analytics, and productivity tools.

More information

Web Benefits Admin User Guide

Web Benefits Admin User Guide Web Benefits Admin User Guide. Table of Contents Navigate to Web Benefits... 3 Accessing Employee User Accounts... 4 Employee profile... 4 Active coverage... 5 Event history... 6 Family... 6 Adding a New

More information

MyOMinsure Claims Registration Broker Guide

MyOMinsure Claims Registration Broker Guide MyOMinsure Claims Registration Broker Guide Acknowledgements Designed by: Learning & Development Date implemented Feb 2018 Copyright: Source Material Supplied by Old Mutual Insure Jason van der Byl 2 P

More information

Managing Your HSA Advantage TM Investments Online

Managing Your HSA Advantage TM Investments Online Managing Your HSA Advantage TM Investments Online WWW.CHARD-SNYDER.COM Getting Started Your HSA Advantage account features an investment threshold. Once you have accrued enough money in your HSA Advantage

More information

Managing Your HSA Advantage TM Investments Online

Managing Your HSA Advantage TM Investments Online Managing Your HSA Advantage TM Investments Online WWW.CHARD-SNYDER.COM Getting Started Once you have accrued $4,000 in your HSA Advantage TM account, you may choose to invest the money that exceeds that

More information

SmartOrder Manual. (Novembre 2010) ActivTrades PLC. ActivTrades SmartOrder User Guide

SmartOrder Manual. (Novembre 2010) ActivTrades PLC. ActivTrades SmartOrder User Guide SmartOrder Manual (Novembre 2010) ActivTrades PLC 1 Table of Contents 1. General Information... 3 2. Installation... 3 3. Starting the application... 3 4. Usage and functionality... 4 4.1. Selecting symbol...

More information

Autochartist User Manual

Autochartist User Manual Autochartist User Manual compliance@ifxbrokers.com www.ifxbrokers.com +27 42 293 0353 INTRODUCTION Chapter 1 Autochartist offers traders automated market-scanning tools that highlight trade opportunities

More information

META TRADER 5 MOBILE (iphone/ipad)

META TRADER 5 MOBILE (iphone/ipad) (iphone/ipad) USER GUIDE www.fxbtrading.com 1 CONTENTS Getting started...4 Quotes...6 Depth of market...9 Chart...11 How to trade...13 History...19 2 The world s most popular forex trading platform MetaTrader

More information

Draftworx Manual. Thank you for choosing Draftworx

Draftworx Manual. Thank you for choosing Draftworx Draftworx Manual Thank you for choosing Draftworx Contents Installing the program... 4 Activating the program... 5 Getting going... 6 Training videos... 6 Filter bar... 6 Regional Settings... 8 Client

More information

SESAM Web user guide

SESAM Web user guide SESAM Web user guide We hope this user guide will help you in your work when you are using SESAM Web. If you have any questions or input, please do not hesitate to contact our helpdesk. Helpdesk: E-mail:

More information

Opening an Account on Schwab Retirement Center

Opening an Account on Schwab Retirement Center Opening an Account on Schwab Retirement Center (With the ability to request and review 408(b)(2) Fee Disclosure Reports) For Charles Schwab Trust and Custody Services Opening an Account/Requesting 408(b)(2)

More information

Creating a Standard AssetMatch Proposal in Advisor Workstation 2.0

Creating a Standard AssetMatch Proposal in Advisor Workstation 2.0 Creating a Standard AssetMatch Proposal in Advisor Workstation 2.0 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1 What you will learn - - - - - - - - - - - - - - - - - -

More information

Financial Reporting. Workday Bentley

Financial Reporting. Workday Bentley Financial Reporting Workday Finance @ Bentley Agenda Financial Reporting Dashboard Navigation Set-Up Instructions How to Use Dashboard Reports Description of Dashboard Reports Using Dashboard Reports View

More information

Using FastCensus for Plan Sponsors

Using FastCensus for Plan Sponsors Using FastCensus for Plan Sponsors FastCensus is a secure, online tool for Plan Sponsors to access, edit, validate and submit census data to their Third Party Administrator for the purposes of year-end

More information

Synaptic Analyser USER GUIDE

Synaptic Analyser USER GUIDE Synaptic Analyser USER GUIDE Version 1.0 October 2017 2 Contents 1 Introduction... 3 2 Logging in to Synaptic Analyser... 3 3 Client Screen... 5 3.1 Client Details... 6 3.2 Holdings... 6 3.3 Income Sources...

More information

COUNT ONLINE BROKING USER GUIDE

COUNT ONLINE BROKING USER GUIDE Welcome to the Count Online Broking website, offering market-leading functionality to help you get more from your online trading and investing: Powerful charting giving you valuable insight into client

More information

PayFlex HealthHub TM Health Savings Account Investment Portal Guide

PayFlex HealthHub TM Health Savings Account Investment Portal Guide PayFlex HealthHub TM Health Savings Account Investment Portal Guide PRESENTED BY: February 24, 2011 10802 Farnam Drive, Suite 100 Omaha, Nebraska 68154 (800) 284-4885 TABLE OF CONTENTS HEALTHHUB Section

More information

Version 1.26 Release Notes

Version 1.26 Release Notes Version 1.26 Release Notes Musoni Release Notes 1.26 1 Release Notes Overview The Release Notes are a comprehensive overview of the new features and functionality added as part of Musoni s latest release.

More information

Chapter 8 Sunrise ibais User Manual BA Insurance Systems

Chapter 8 Sunrise ibais User Manual BA Insurance Systems Chapter 8 Sunrise ibais User Manual BA Insurance Systems Chapter 8 Table of Contents CHAPTER 8 - SUNRISE... 8-1 CONFIGURATION... 8-1 Before you Start... 8-1 SUNRISE PROCESSING... 8-2 Processing a Sunrise

More information

N Touch Treasury Report Guide

N Touch Treasury Report Guide N Touch Treasury Report Guide Revised 12-15-17 TreasurySupport@NTouchBanking.com (833) 846-2699 Reporting Use the Reporting menu to view various reports. The default view is All Reports and it contains

More information

Accumulation members: Helping you understand and manage your wealth

Accumulation members: Helping you understand and manage your wealth Accumulation members: Helping you understand and manage your wealth Welcome to your new digital experience; a platform designed to make it easy for you to understand, manage, and optimise your wealth at

More information

Using the Principia Suite

Using the Principia Suite Using the Principia Suite Overview - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -1 Generating Research Mode Reports........................................... 2 Overview -

More information

Chapter 18. Indebtedness

Chapter 18. Indebtedness Chapter 18 Indebtedness This Page Left Blank Intentionally CTAS User Manual 18-1 Indebtedness: Introduction The Indebtedness Module is designed to track an entity s indebtedness. By entering the principal

More information

Commsec Adviser Services User Guide

Commsec Adviser Services User Guide Commsec Adviser Services User Guide Welcome to the CommSec Adviser Services trading website, offering market-leading functionality to help you get more from your online trading and investing: Powerful

More information

E-Broker User Guide. Application e-broker

E-Broker User Guide. Application e-broker E-Broker User Guide Table of Contents: Installation... 2 Application interface... 5 Application windows... 7 1. Main window with general market information... 7 2. Detailed Order Book... 7 3. Price chart...

More information

What's New in TradeStation 9.1: Update 22

What's New in TradeStation 9.1: Update 22 What's New in TradeStation 9.1: Update 22 With TradeStation 9.1: Update 22, we introduce support for mini options trading in TradeStation. Now customers with updates after Update 18 will be able to trade

More information

QSMART. Reporting System. Client User Manual

QSMART. Reporting System. Client User Manual QSMART Reporting System Client User Manual Contents Login... 3 The Initial Login... 3 Change Password... 4 Password... 4 Forgotten Password... 4 Help and Assistance... 5 Quick Help... 5 Feedback... 5 Basic

More information

Table of Contents. Genoa User Guide. Policy Setup Bridge User Guide Policy Setup

Table of Contents. Genoa User Guide. Policy Setup Bridge User Guide Policy Setup Table of Contents 0 Genoa User Guide Policy Setup 4.2.3 4.2.3 Bridge User Guide Policy Setup Table of Contents 0 Table of Contents TABLE OF CONTENTS... Searching For a Policy... 1 Searching for the Latest

More information

Lesson 4. Working with Bank Accounts

Lesson 4. Working with Bank Accounts QUICKBOOKS 2016 STUDENT GUIDE Lesson 4 Working with Bank Accounts Copyright Copyright 2016 Intuit, Inc. All rights reserved. Intuit, Inc. 5601 Headquarters Drive Plano, TX 75024 Trademarks 2016 Intuit

More information

Quick Reference Guide. Employer Health and Safety Planning Tool Kit

Quick Reference Guide. Employer Health and Safety Planning Tool Kit Operating a WorkSafeBC Vehicle Quick Reference Guide Employer Health and Safety Planning Tool Kit Effective date: June 08 Table of Contents Employer Health and Safety Planning Tool Kit...5 Introduction...5

More information

Morningstar Hypothetical Illustrator SM Quick Start Guide

Morningstar Hypothetical Illustrator SM Quick Start Guide Morningstar Hypothetical Illustrator SM Quick Start Guide Morningstar Hypothetical Illustrator module helps advisors support a recommended investment or portfolio strategy to clients and prospects. This

More information

Fiduciary Monitoring System

Fiduciary Monitoring System Fiduciary Monitoring System May 2015 Enhancements Guide Version 1.0 Table of Contents Release Notes... 3 Reference Library... 5 Scorecard History... 7 Separate Passive Scoring Scorecards... 12 Enhanced

More information

Central Budget Entry Munis - Financials: Central Budget Entry

Central Budget Entry Munis - Financials: Central Budget Entry MU-FN-8-F, MU-FN-14-C Central Budget Entry Munis - Financials: Central Budget Entry CLASS DESCRIPTION This class will provide an overview of the Central Budget Entry program that is new to Munis version

More information

Questions & Answers (Q&A)

Questions & Answers (Q&A) Questions & Answers (Q&A) This Q&A will help answer questions about enhancements made to the PremiumChoice Series 2 calculator and the n-link transfer process. Overview On 3 March 2014, we introduced PremiumChoice

More information

Standard Accounts User Guide

Standard Accounts User Guide Standard Accounts User Guide v. 8.1, Windows February 2016 Table of Contents Table of Contents INTRODUCTION... 4 Installation and Starting of Standard Accounts... 4 Starting Standard Accounts for the first

More information

Quick Reference Guide Welcome TEST USER

Quick Reference Guide Welcome TEST USER Welcome TEST USER HELP RETIREMENT MANAGER DEMO FEEDBACK VersionE_000 Getting Started This Retirement Manager participant website Quick Reference Guide will assist you to easily navigate and complete important

More information

ShelbyNext Financials: Credit Card Tracking (Course #N211)

ShelbyNext Financials: Credit Card Tracking (Course #N211) ShelbyNext Financials: Credit Card Tracking (Course #N211) Presented by: Dave Heston Shelby Consultant 2017 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks of

More information

ShelbyNext Financials: Credit Card Tracking

ShelbyNext Financials: Credit Card Tracking ShelbyNext Financials: Credit Card Tracking (Course #F211) Presented by: Dave Heston Shelby Consultant 2018 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks of

More information

USERGUIDE MT4+ TRADE TERMINAL

USERGUIDE MT4+ TRADE TERMINAL TABLE OF CONTENTS. INSTALLATION OF THE PAGE 03. OVERVIEW OF THE PAGE 06 3. MARKET WATCH PAGE 09 A. PLACING BUY / SELL ORDERS PAGE 09 B. PLACING OF PENDING ORDERS PAGE 0 C. OCO (ONE-CANCELS-OTHER) ORDERS

More information

P2 Explorer for Qbyte FM

P2 Explorer for Qbyte FM P2 Explorer for Qbyte FM 1 Introduction 2 Overview the Interface 3 P2 Explorer Framework 4 Administration Settings 4.1 Charts 4.2 Line Graphs 4.3 Bar Graphs 4.4 Sparklines 4.5 Bullet Graphs 5 Getting Started

More information

QuickSuper. User Guide.

QuickSuper. User Guide. QuickSuper User Guide www.clearinghouseapp.hostplus.com.au QuickSuper User Guide Document History Date Description 26 Jul 2010 Initial release 20 May 2011 Updated to include EFT payment method. 03 Nov

More information

FxPro Partners Portal Guide

FxPro Partners Portal Guide FxPro Partners Portal Guide What is the FxPro Partners Portal? The FxPro Partners Portal provides FxPro partners with information about their partnerships and clients. Partners can use the menu on the

More information

Dealertrack unifi TM QUICK REFERENCE GUIDE

Dealertrack unifi TM QUICK REFERENCE GUIDE Dealertrack unifi TM QUICK REFERENCE GUIDE GET THE MOST OUT OF Dealertrack unifi TM Start, Structure, Finance and Transact the deal all in one online deal jacket. Efficiency Gain more insight into your

More information

Chameleon REPORTING BUDGETING ANALYSIS INTELLIGENCE. Accelerated Performance Management with Computron s G2 Chameleon

Chameleon REPORTING BUDGETING ANALYSIS INTELLIGENCE. Accelerated Performance Management with Computron s G2 Chameleon Chameleon REPORTING BUDGETING ANALYSIS INTELLIGENCE Accelerated Performance Management with Computron s G2 Chameleon Interactive Reports and Enquiries Chameleon is a powerful, simple and easy to use solution

More information

USER GUIDE. October 2015

USER GUIDE. October 2015 TM USER GUIDE October 2015 CONTENTS ACCESS SMARTCLOSE TO INITIATE COLLABORATION... 1 INVITE COLLABORATORS... 3 PIPELINE VIEW... 4 INSIDE SMARTCLOSE... 5 OWNER DROPDOWN... 5 THE AUDIT SYSTEM... 6 THE MESSAGING

More information

Version Corporate Online Bank Quick Guide

Version Corporate Online Bank Quick Guide Version 08.2017 Corporate Online Bank Quick Guide 1 Login Go to the bank s website. Click the Corporate tab and click the Login button at the top right In the tab at the top, you choose whether you want

More information

Gettin Ready for Hyperion

Gettin Ready for Hyperion Gettin Ready for Hyperion Presented by: Jay Chapman, M.A., University Budget Analyst July 11, 2014 Objective Become familiar with the different types of budgets and funding sources. Understand the chart

More information

MT4 Supreme Edition Trade Terminal

MT4 Supreme Edition Trade Terminal MT4 Supreme Edition Trade Terminal In this manual, you will find installation and usage instructions for MT4 Supreme Edition. Installation process and usage is the same in new MT5 Supreme Edition. Simply

More information

Client Software Feature Guide

Client Software Feature Guide RIT User Guide Build 1.01 Client Software Feature Guide Introduction Welcome to the Rotman Interactive Trader 2.0 (RIT 2.0). This document assumes that you have installed the Rotman Interactive Trader

More information

Chapter 6. Company Tasks. In this chapter:

Chapter 6. Company Tasks. In this chapter: Chapter 6 Company Tasks This chapter covers the tasks contained within Sage 50 Accounts Company module. The chapter introduces the topics of prepayments, accruals, budgeting, fixed asset handling and VAT

More information

Gatekeeper Module Gatekeeper Version 3.5 June

Gatekeeper Module Gatekeeper Version 3.5 June Title Budget of document & Business Planning Sub Setup heading & Quick i.e version Start xxx Guide Gatekeeper Module Gatekeeper Version 3.5 June 2016 www.farmplan.co.uk 01594 545022 Gatekeeper@farmplan.co.uk

More information

1. For initial testing, log into your Trading Simulation accounts.

1. For initial testing, log into your Trading Simulation accounts. Instructions Product: TradeAssistant Pro Date: January 4, 2017 Purpose: TradeAssistant Pro is for fast and flexible order placements. Setup custom triggers. Put orders in OCO groups to leverage buying

More information

Multifamily Securities Investor Access Desk Reference Manual

Multifamily Securities Investor Access Desk Reference Manual Multifamily Securities Investor Access Manual February 2013 Contents 1 Application Overview... 3 2 Minimum Browser Requirements... 3 3 Contacting Investor Access Tool Administrator... 3 4 Accessing and

More information

Separately Managed Accounts. ANZ Trustees Investment Management Service Private Portfolios. Investor User Guide

Separately Managed Accounts. ANZ Trustees Investment Management Service Private Portfolios. Investor User Guide Separately Managed Accounts ANZ Trustees Investment Management Service Private Portfolios Investor User Guide Contents Audience... 2 Objectives... 2 Related documentation... 2 Before you begin... 2 Disclaimer...

More information

TRADE TERMINAL. Page 1 of 13

TRADE TERMINAL. Page 1 of 13 v TRADE TERMINAL 1. Overview of the Trade Terminal... 2 1.1 Opening the Trade Terminal... 2 1.2 Components of the Trade Terminal... 2 2. Market watch... 3 2.1 Placing buy/sell orders... 3 2.2 Placing pending

More information

INVESTOR PORTFOLIO SERVICE (IPS) ONLINE USER GUIDE

INVESTOR PORTFOLIO SERVICE (IPS) ONLINE USER GUIDE INVESTOR PORTFOLIO SERVICE (IPS) ONLINE USER GUIDE HELPING HAND. It s important to keep a close eye on your investments, so we do all we can to lend a helping hand. That s why we ve put together this step-by-step

More information

Introducing Full Disclosure Mutual Fund Risk Database

Introducing Full Disclosure Mutual Fund Risk Database Introducing Full Disclosure Mutual Fund Risk Database The first and only continuously updated, searchable online database of fund managers risk disclosure 02 DG3 has long offered a content analytic tool

More information

DEALERTRACK unifi TM QUICK REFERENCE GUIDE

DEALERTRACK unifi TM QUICK REFERENCE GUIDE DEALERTRACK unifi TM QUICK REFERENCE GUIDE GET THE MOST OUT OF DEALERTRACK unifi TM Use this handy quick reference guide Scroll or use the navigation to the right to view individual sections of this document.

More information

PNC HSA Funding & Contribution Guide for Employers

PNC HSA Funding & Contribution Guide for Employers PNC HSA Funding & Contribution Guide for Employers How to set up and send employer-directed HSA Contributions with PNC Bank 20180924AHNJ Document Updates The table below details updates made to the document

More information

Claim Information Claim Status/Loss Experience for the Agent User Guide

Claim Information Claim Status/Loss Experience for the Agent User Guide User Guide Privacy Notice The collection, use and disposal of personal information are governed by federal and state privacy laws. Users of CNA Central shall comply with all state and federal laws regulating

More information

Insurer User Manual Chapter 4: Insurer Home Page

Insurer User Manual Chapter 4: Insurer Home Page Insurer User Manual Chapter 4: Insurer Home Page 2018 HCAI Communications Table of Contents Navigating the Insurer Page... 2 Primary Navigation Bar... 3 Dashboard... 3 Plans and Invoices... 4 Claims...

More information

User guide for employers not using our system for assessment

User guide for employers not using our system for assessment For scheme administrators User guide for employers not using our system for assessment Workplace pensions CONTENTS Welcome... 6 Getting started... 8 The dashboard... 9 Import data... 10 How to import a

More information

Using the Clients & Portfolios Module in Advisor Workstation

Using the Clients & Portfolios Module in Advisor Workstation Using the Clients & Portfolios Module in Advisor Workstation Disclaimer - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1 Overview - - - - - - - - - - - - - - - - - - - - - -

More information

Tutorial. Morningstar DirectSM. Quick Start Guide

Tutorial. Morningstar DirectSM. Quick Start Guide April 2008 Software Tutorial Morningstar DirectSM Quick Start Guide Table of Contents Quick Start Guide Getting Started with Morningstar Direct Defining an Investment Lineup or Watch List Generating a

More information

Your Guide to Schwab.com. How to make the most of Schwab s online client center.

Your Guide to Schwab.com. How to make the most of Schwab s online client center. Your Guide to Schwab.com How to make the most of Schwab s online client center. Welcome to Schwab.com With the Schwab.com client center, it s easier than ever to access all your accounts as well as our

More information

Maryland State Requirements. Release 6.1

Maryland State Requirements. Release 6.1 Maryland State Requirements Release 6.1 2009 New World Systems Corporation. All Rights Reserved. All rights reserved. Information within this document is the sole property of New World Systems Corp. and

More information

MyCredo User Guide v.19.02

MyCredo User Guide v.19.02 v.19.02 Contents Contents... 2 Introduction... 3 Functions and Features... 3 Prerequisites... 3 MyCredo Support... 3 Client Services... 3 Search & Help Function... 6 New... 7 Save... 8 Open Layout... 8

More information

Insurance Tracking with Advisors Assistant

Insurance Tracking with Advisors Assistant Insurance Tracking with Advisors Assistant Client Marketing Systems, Inc. 880 Price Street Pismo Beach, CA 93449 800 643-4488 805 773-7985 fax www.advisorsassistant.com support@climark.com 2015 Client

More information

The claims will appear on the list in order of Date Created. The search criteria at the top of the list will assist you in locating past claims.

The claims will appear on the list in order of Date Created. The search criteria at the top of the list will assist you in locating past claims. P r a c t i c e M a t e M a n u a l 63 CLAIMS/BILLING TAB Your claim submissions are managed in the Claims/Billing Tab. Claims can be printed, deleted, submitted or unsubmitted here, and rejected or failed

More information

OMNILIFE USER GUIDE 1.0 QUOTE... 2

OMNILIFE USER GUIDE 1.0 QUOTE... 2 OMNILIFE USER GUIDE 1.0 QUOTE... 2 1.1 QUOTE SETTINGS... 2 1.2 PREMIUMS... 2 1.3 SPLIT PREMIUM FERQUENCIES... 3 1.4 ACTIONS DROPDOWN... 3 1.5 GRAPHS... 4 1.6 ACCIDENT ONLY... 6 1.7 SUPERLINK / FLEXILINK...

More information

Any symbols displayed within these pages are for illustrative purposes only, and are not intended to portray any recommendation.

Any symbols displayed within these pages are for illustrative purposes only, and are not intended to portray any recommendation. PortfolioAnalyst Users' Guide October 2017 2017 Interactive Brokers LLC. All Rights Reserved Any symbols displayed within these pages are for illustrative purposes only, and are not intended to portray

More information

1. Objective of this manual What is efiling and how does it work in TaxWare? Why use TaxWare?... 3

1. Objective of this manual What is efiling and how does it work in TaxWare? Why use TaxWare?... 3 efiling in TaxWare Index 1. Objective of this manual... 3 2. What is efiling and how does it work in TaxWare?... 3 2.1. Why use TaxWare?... 3 3. Activation of efiling on TaxWare... 3 3.1. Steps to activate

More information

Regions Integrated Receivables User Guide

Regions Integrated Receivables User Guide Regions Integrated Receivables User Guide 01/22/18 TABLE OF CONTENTS GENERAL GUIDELINES... 3 DASHBOARD - OVERVIEW... 3 Information included on the Summary Page... 4 Detail Payment Screen... 5 ACH Dashboard...

More information

MyOMinsure Claims Registration Broker Guide

MyOMinsure Claims Registration Broker Guide MyOMinsure Claims Registration Broker Guide Acknowledgements Designed by: Learning & Development Date implemented Feb 2018 Copyright: Source Material Supplied by Old Mutual Insure Jason van der Byl 2 P

More information

Investor Center User Guide

Investor Center User Guide CONTENTS Overview...3 Getting Started...9 How to Register...4 Portfolio... 10 Dividends and Payments... 14 Transaction History... 16 Statements and Documents... 18 Company Research... 19 My Profile...20

More information

FY13 Budget Prep New Functionality

FY13 Budget Prep New Functionality HR Refresh Functionality It is now possible to refresh the HR data for a single DeptID in Position Budgeting. The process is simple, but care is necessary to avoid unintentional errors. The process begins

More information

HPE Project and Portfolio Management Center

HPE Project and Portfolio Management Center HPE Project and Portfolio Management Center Software Version: 9.41 Financial Management User's Guide Go to HELP CENTER ONLINE http://ppm-help.saas.hpe.com Document Release Date: March 2017 Software Release

More information