Differences

This shows you the differences between two versions of the page.

--- administration:administration_related_account_setup [2024/06/05 18:09] – rob
+++ administration:administration_related_account_setup [2026/04/22 15:28] (current) – [Related Account Search] grant
@@ Line 6: / Line 6: @@
 ==== Step 1 ====
-<WRAP center round important 100%>
-Important - All accounts need to be in the same firm.
-</WRAP>
 To enable this feature, each account in the R-Account group will
@@ Line 19: / Line 16: @@
 </WRAP>
-{{:administration:racct_admin_setup_1.png|}}
+{{:administration:new_related_setup_stp1.png|}}
 ==== Step 2 ====
@@ Line 38: / Line 35: @@
-{{:administration:racct_admin_setup_2.png|}}
+{{:administration:new_related_setup_stp2.png|}}
 ====== Available Columns ======
 The latest version of the T4 frontend has several new columns that
 reflect the aggregate accounting values for accounts that are grouped. Click
-the properties button <color #ed1c24>(3)</color> in an Account Board and type “related” <color #ed1c24>(4)</color> in the
+the properties button <color #ed1c24>(3)</color> in an Account Board and type “r-account” <color #ed1c24>(4)</color> in the
 search bar. You will see a list of R-Account columns that can be enabled. These
 will show the aggregate values for each account included in the R-Account
@@ Line 75: / Line 72: @@
 {{:administration:newracct_board.png|}}
+====== Check List ======
+<WRAP center round tip 100%>
+  * All the accounts need to be in the same firm.
+  * All accounts must be enabled or disabled. (Backoffice only will not work)
+  * There is no cross margining.
+  * All clip and position limits are per account.
+  * It is recommended that the risk modes are all the same. Byportfolio is preferred.
+</WRAP>
+====== Related Account Search ======
+As of version **8.0.1.79** or higher, you can now search for related accounts in the Account Board. This makes it easier to find and compare related account balances. You can add the R-Account property to the account board to help filter.
+{{:administration:newraccount.png?800|}}