Enabling the Confirmations App
To enable the Confirmations functionality in Kooltra, this can be managed through the Entity Settings.
Start by navigating to x-System > Entity Settings in the navigation panel on the left side of the screen. Once on the Entity Settings page, locate the Apps tab at the top of the page, next to Cashflows and Fee Groups. Within the Apps section, find the Confirmations app.
To enable the functionality, click on the toggle next to Confirmations. This will allow you to customize various aspects of the confirmation and email:
- PDF Colour Scheme: Define the border colours in the Confirmations PDF using HEX codes.
- PDF Logo Height: Specify the height of the logo in the PDF.
- PDF Logo Width: Specify the width of the logo in the PDF.
- Disclaimer Image URL: Add a URL to link a disclaimer image.
- Send Transaction Confirmation Email: Enables accounts to subscribe to transaction confirmation emails.
- Send Settlement Confirmation Email: Enables accounts to subscribe to settlement confirmation emails.
- Generate Freeform Cashflow Confirmation: Allow confirmations to be generated for freeform cashflows.
- Include Confirmation PDF in Email: Enables PDFs to be included in the confirmation email.
- Include Payment Instructions/Settlement Details in Transaction Confirmation PDF: Enables the inclusion of settlement instructions in the transaction confirmation PDF.
- Hide Trade Details in Email: Hides trade details within the email body.
- Include Trader Name in Confirmation PDF: Enables the inclusion of the trader’s name in the Confirmation PDF.
- Regulatory Account Classification in Confirmation PDF: Specify regulatory classifications to be displayed in the Confirmation PDF.
- Delay Minutes: Specify a delay (in minutes) between executing a trade and generating/emailing the confirmation.
For more information on generating confirmations, check out the article: Understanding Confirmations.