Managing Balance Types
Intro
Balance types are used to facilitate loading multiple sets of holdings and associated data for the same fund and account period end. You can add a balance type to the Arc Suite database and review/edit existing balance types on the “Balance Types” page.
Certain functionality in this application area requires you to have one or more specific user rights. For more information about any given right (i.e., what functionality it governs, etc.), please see the “Available User Rights” topic.
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“Open Balance Types Page” (show/hide more granular rights)
- “Add/Edit/Delete Balance Types”