How to get automated deal entry via user interface, sample deal template or Excel import?
TreasuryView visualization included.
4 steps to use TreasuryView to automate your debt management deal entry
Follow the tutorial or just scroll to follow the concrete steps.
1. Select a deal/transaction template
2. Click for example on "Floating Rate Loan"
3. Click "Import deals"
4. Select a spreadsheet template to bulk upload your deals
That´s it! Well done!
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