Update Account Summary Setups

Account summary setups help define the GL accounts that you want used when deals are completed or washed out within the program.

1. Open the deal desking module.
2. Select the Edit option from the menu in the upper left of the screen.
3. Hover over Modify, then choose the Account Summary Setups option. This will open a popup window.
4. Choose a preset to edit from the drop down selection at the top of the window.
5. Locate the Deposit row and update the GL account.
6. Select the Save Preset button in the lower right of the screen.
7. Repeat steps 4-6 for each preset you wish to change. When done, select the Close button in the lower right of the window. This will return you to the main deal desking screen.