Welcome

Dashboard

Ticket

Reconciliation

Helpdesk

Settings

Your role

v 0.3 - 2022

by codigi.it

Dashboard

Ticket

Use this shortcut to insert a new ticket

Database

Use this shortcut to view the database

Stats

Content will be added soon.

Choose a ticket to compile

Tutorial - Soon

Transaction Ticket – Equity Team

Create Equity Team TicketDouble-click to edit button text.

Transaction Ticket - FX

Create FX Ticket

Transaction Ticket – Funds & Derivatives

Create Funds & Derivatives Ticket

Transaction Ticket - Transfer Instruction

Create Transfer Instructions Ticket

Loan & Deposits Ticket

Create Loan & Deposits Ticket

Ticket Import - Any ticket

Import a CSV Ticket

Note:

All tickets enabled for Guardian Import are automatically sent every hour.

Reconciliation

Tutorial - Soon

Guardian Reconciliation Check Access the Guardian Reconciliation Page

Tickets waiting for Guardian validation

[frm-stats id=136 type=count 136="1"]

Double-click to edit button text.

Transaction List Access the Transaction List Page Double-click to edit button text.

Tickets waiting for Transaction validation

[frm-stats id=136 type=count 136_contains="Completed" 137="1"]

Ticket Archive Access the Ticket Archive Page Double-click to edit button text.

Tickets Archived

[frm-stats id=136 type=count 136_contains="Completed" 137_contains="Completed"]

Need Assistance?

Tutorial - Soon

Ticket form for assitance

[formidable id=1]

Telephone number for emergencies

+39 379.293.1196

Telegram available

WhatsApp available

Languages Available

E-mail
- English
- Italian
- French

Voice and Chat

- English
- Italian

Clients

[frm-graph height="45%" width="40%" chart_area="height:95%, width:100%" colors="#92181D,#BD7477" type="pie" show_key="1" fields="105" title="" legend_position="none" ]

Type of account

[frm-graph height="45%" width="40%" chart_area="height:95%, width:100%" colors="#92181D,#BD7477" type="pie" show_key="1" fields="126" title="" legend_position="none" ]

Submissions #

[frm-graph height="100%" colors="#92181D" fields="54" y_min="1" width="100%" x_axis="created_at" type="line" title="" data_type="total" tooltip_label="Sent this day" grid_color="#FFF"]