Investments
- An Investment refers to the allocation of funds with the hope that it will generate future income or achieve capital appreciation. It will involve committing resources to acquire assets or securities that have the potential to generate returns over time.
How to view Investments
Viewing Investments
Select Loan / Investments from the Settings section of the pulse menu -
Note
This is an example screenshot of the pulse menu.
Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.
or enter Investments in the Quick Launch side menu.
This will then show the Investments on the system where normal customisation of Sets can be used.
Code: This is a unique code.
Description: This will describe the investment.
Tip
To modify the columns displayed, select
on the top right of the page, then tick/untick the information you want to see or not.
How to create new Investments
Creating new Investments
Select Investments from one of the options as shown above in Viewing Investments.
Press New.
Enter an investment code.
Enter an investment description to identify the investment.
Press Create.
Updated June 2024