Own account aliases and sorting, subject settings
How to use this window
Use this window to view, enter, change or delete aliases you have assigned to operated accounts. Preferences (order) of current and term accounts can be set within the framework of a subject. Accounts will appear in this order in the account selection drop-down list. Users can set a subject to appear as the first at the next login, and name subjects.
Account aliases and preferences, and subject aliases and settings improve orientation of a user within operated accounts and subjects.
These aliases are displayed only to the user who has defined them. This means other users cannot see these aliases even if the accounts are the same. An alias may consist of up to 20 characters. However, no two accounts may have identical aliases. The order of accounts is defined by a number within the range from 1 to 999; accounts will be displayed in this order only to the user who has entered this order.
Description of some terms (such as Header, Notifications, variable and others symbols etc.) can be found in the glossary or in FAQ.
Description of the window and its elements
| Element | Description |
| This subject will be displayed first | If you mark this option, this subject will be displayed first in the order of the subject selection drop-down list at the next login. |
| Surname/subject name | The name of the currently selected subject with whose accounts you are working. |
| Subject alias | This field displays user-defined names. If the field is empty, the subject has not been given an alias yet or the alias has been cancelled. At the same time, the old alias can be replaced by a new one in this field. Press Save changes to confirm changes. If you have changed anything and changes have not been saved yet, you can get back to the original values by pressing Return to original values. |
| Comp.ID/Pers.ID | The subject identification data. |
| Residence/address | The subject identification data. |
Own account aliases and sorting:
| Element | Description |
| Account number | The list of account numbers (including bank codes) a user is assigned to operate. |
| Currency | The currency of the account. |
| Account alias | This field displays user-defined names. If the field is empty, the account has not been given an alias yet or the alias has been cancelled. The field also enables rewriting the old alias as a new one. Confirm the change by pressing Save changes. If you rewrite the old alias as a new one and have not saved the changes yet, you can return to the original alias by pressing Return to original values. |
| Sorting | The field in which the order within the framework of the subject is set in the range from 1 to 999. If the field is empty, the account was not put in order or was removed from the order. Values need not follow each other; the important thing is that the numerical row is ascending. Once you have entered values, press Save changes to save them. If you replace old values with new ones and changes have not been saved yet, you can get to original values by pressing Return to original values. The field is displayed for current and term accounts. |
| Return to original values button | Press this button to return to previously saved values. If you rewrite the old alias as a new one and have not saved the changes yet, you can return to the original alias by pressing this button. |
| Save changes button | Press this button to save changes to the Account alias field. |
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