Table of Contents
Download the Balance Sheet Exposures Template
Add, edit, or delete exposures after uploading
Download the Balance Sheet Exposures Template
From the welcome page, navigate to Exposures > Balance Sheet:
Click the hamburger icon on the left side of your screen and select Exposure Management:
This will open a window that shows the exposures currently loaded in our system. Select the option on the top bar of the dashboard labeled Upload Exposures:
This action will open a window that allows you to upload an excel file with your new exposures.
Upload the exposure file
From here, you can download a template to record all of the Balance Sheet exposures you wish to upload. The Excel sheet will need information in the following fields:
- Entity
- Currency
- Type of Exposure
- Subtype
- Amount
After you have saved the file to your computer, you can upload it back into ChathamDirect by selecting Choose File and then Upload Exposures:
- Note: be sure to select the appropriate balance date for which to load the exposures.
Add, edit, or delete exposures after uploading
From the Exposure Management page, you can drill down into each individual entity’s uploaded exposures by clicking the double arrow icon:
From there, you can add an exposure, select an exposure to edit the amount or delete it from the entity:
