System Manager Module

This is where the administrative setups are done and is the nerve center of the software where all chart of accounts, employees, area offices, system default, etc are configured according to the requirement of each individual exchanges. The sub-modules are:

The Sub-modules are:

View/Add and maintain new area offices/franchisees View/Add and maintain unlimited fee plan based on different membership fee structure, trading fee and penalty fee on late payment charge, overdraft and interest charge on credit extension. Maintain system default to allow generic information to appear when adding new client whether it is done manually or online. View Client Status Statistic View/Add and maintain client status code such as regular, corporate, reciprocal or on hold status, etc. View/Add and maintain different products/service categories that interface seamlessly with the Front E-marketplace website. View/Add and maintain different products/services subcategories that interface seamlessly with the Front E-marketplace website. New clients signup summary for the last 3, 7, 14 and 30 days Block transfer of clients to new assigned broker feature View letter templates that auto-response to the E marketplace online trading. Multi level Security Features View/add and maintain unlimited user-defined profiles security for employees. This allows limit of access of modules to different employees having different security rights. View login details to run audit trails of all the login access by all employees or franchisees with time and IP log. View/Add and maintain employees/franchisees with assigned area offices security and rights to overrides transaction and view management reports. Maintain Collection Notes Maintain Trade Actions Maintain Transaction Types View Trade Status Code View and Add/Delete Bulletin Messages

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