By creating a template account, you enable the system to add unknown accounts during parsing.
In the event a statement received for parsing includes an unknown account, that account inherits the template account settings, including sales series, customer, and trader.
The presence and enablement of a template account avoids account information being ignored.
Once you have created a template account, contact CQG to enable it. If you require multiple template accounts, speak with a CQG administrator.
To create a template account
1. Go to Accounts > New Template Account.
2. Set up the account just as you would for a new individual account.
3. Click Save.
Permissions associated with the page
CAST Users > CAST Permissions > Account Management > Account > Create Template Account
and other account management permissions