Step-by-Step Guide to Creating Counterparty Reference
Entities using TMS

TreasuryView visualization included.

4 Easy Steps to Create Counterparty and Business Partners Reference Entities in TreasuryView

Follow this guide or simply scroll down to see the specific steps for creating your counterparty and business partners reference entities.

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  1. Navigate to https://app.treasuryview.com/# – if you do not have an account, get it under 1 minute and free for 30 days. 
  2. Adjust Counterparty and ID fields based on your data
  3. Add Enterprise Structure ID into the text fields
  4. Save the changes



2. Adjust Counterparty and ID fields


3. Add Enterprise Structure ID into text fields


4. Save the changes

That´s it! Well done! 

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