New Account Wizard, Security
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You must be licenced for the Securities Register Add-On to use the functionality described below.

New Account Wizard, Security Page

Click the Add Item Button button to add a Security. Click here for more information regarding Security Items.

Security Items

ColumnDescription
Drilldown (Drill Down Button)Opens the Security Item form to show details of the Security Item.
IdThe Primary Key of this Security Item in the SecurityStatement table in the finPOWER Connect database. This is used mainly for scripts and reporting.
Security Type IconDisplays the icon selected for the type of Security.
Security TypeThe Description of the Security Type.
Security Type IdThe Code given to the Security Type.
DefunctThis will be ticked if the Security Item is no longer used.
Trade-InThis will be ticked if the Security Item was used as a Trade-In.
ReferenceDisplays the Reference as defined on the General Page of the Security Item.
Serial NumberDisplays the Item's Serial Number. In the case of Motor Vehicles, this will be the Licence Plate number.
DescriptionThe description of the security Item. This will be made up from the Security Item information, and will differ depending on the Security Type.
ValueThe value as defined in the Valuation page of the Security Item form.
Security ValueThis value is calculated by finPOWER Connect depending on the Security Value setting in the Security Type.
Residual ValueThis value is calculated by finPOWER Connect depending on the Residual Value setting in the Security Type.
PremiumDisplays the Insurance Premium as defined in the Insurance page of the Security Item.
CoverAmount of cover given by Insurance Company.
Insurance CompanyDisplays the name of the Insurance Company.
Insurance NotesDisplays any Insurance Notes enetered.
Review DateDisplays the date nominated for the Security Statement to be reviewed.

Button Strip

IconDefinition
Add Item Button
Add a new Security Item
Row Delete Button
Delete the currently selected row
Duplicate Button
Duplicate the current row
Grid Row Up Button
Move the current row up (Ctrl+Up)
Grid Row Down Button
Move the current row down (Ctrl+Down)
EditCut
Cut the selection to the Clipboard
EditCopy
Copy selection to the Clipboard
EditPaste
Paste from the Clipboard
Compact View
To show compact view (single line)
PreviewPane
To show/hide the preview pane window
Save Default Button
Save options as defaults