Module Toolbar

In the Deals Module, the toolbar includes both standard actions (such as sending objects to folders, printing, and managing categories) and a set of actions specific to deal management.

• As in other modules, the toolbar can be customized. To do this, right-click the toolbar and select

  Customize

  from the context menu.

The toolbar includes the following specialized actions:

	Create a Deal
	Own Company Balances: Opens the balance overview for the company’s own legal entities
	Pay Commission: Creates a payment for commission payouts (available only in the Commissions folder)

Additional actions are available in the More Actions submenu:

• Deal Report: Generates a detailed deal report in Excel format.

• Deal Report for Period: Generates a summary report for all deals within the selected period.

• Shareholders Economy: Displays dividend payouts to shareholders for a selected period.

• Split Deal by Voyages: Splits a deal into multiple deals based on voyages and distributes voyages between the newly created deals.

• Export to Excel: Exports table data from modules or dynamic folders to an Excel file.