Creating & Editing Trade Types

In addition to Departments,  Trade Types enable you to further categorize your gross profit. The Trade Types defined here can be used to classify transactions, by assigning a Trade Type to each Worksheet.

To add or edit:

• Navigate to Settings > Common Information > Trade Types. Click the Add New button provided at the bottom of the page to add a new trade type.
• To delete a trade type, place your mouse over the line you wish to delete and click the Delete icon that appears to the right of the line.

If you have additional questions, please contact the Support Team via email to support@cietrade.net.