How to register Bonds (old way)

Created by Erik Åkerlund, Modified on Mon, 20 Feb 2023 at 02:31 PM by Erik Åkerlund

Front Office > New Deal

1. Choose New Deal - Bonds

2. Start by registering the terms of the bond in tab Basics. If you are an Issuer you then register the sell, iv you choose Investor in the drop down you can then later choose Buy.

3. Click Save.

4. When the terms of the bond is saved, the Buy and Sell icons become clickable. An explanation to all the different fields is found in a separate article. All the fields on a Bond/ Coupon plan

5. Choose Buy or Sell, a window for the deal will appear underneath the New Invested Bond.

6. Add the details of the deal and save. In the section Tags, your earlier chosen tags will be shown, so no need to add them again. If you want to add or change a tag on the different deals it is possible. 

7. When saved, the Coupon Plan will be shown in Tab Transactions.

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