Table of Contents
Create Entity Level UDFs
From the welcome page, hover over your name and click My Company > Administration:
Here you can view or edit all of your entities, including the parent entity with the internal name, functional currency, default valuation currency, and whether each entity applies hedging:
Under each entity name, you can click to expand for more information, edit the individual entity, or delete. You can also download your entity list by clicking the green Excel button, editing/saving the file and then uploading. To create UDFs, click the Create User Defined Fields button at the top.
Next, click + Add New UDF and enter your UDF title in the first text field. Click + Add Sublist Item and enter the text in the appropriate box(es). When you are finished adding sublist items, click Submit:
Apply UDFs to your Entities
To edit a UDF for a single entity, click the pencil icon and make the necessary updates before clicking Save:
After creating a new entity level UDF, a dialogue box appears, and you can download the entity list. Once downloaded, you can add the new UDF in the appropriate Excel column and bulk upload for your entities. You may also download the template by clicking the green Excel icon, update the Excel file, save and upload:
You can now view your entities grouped by your custom UDFs from the Entities page:
