Declare your account sizes

Tell QuantSentry which account sizes your firm sells. You need the Owner role.

Select Settings, then under CONFIGURATION select Account Sizes.
In Add a declared size, enter one or more amounts separated by commas, for example 25000, 50000, 100000.
Check the currency next to the amounts. It is USD by default.
Select Add.

Result: The sizes appear in the Declared sizes list.

To correct a size:

To remove a size: select the remove button on its row (Remove declared size followed by the amount).

If you see Enter a positive declared size., an amount is zero, negative or not a number. Correct it and try again.

Tell QuantSentry which account sizes your firm sells. You need the Owner role.

Select Settings, then under CONFIGURATION select Account Sizes.
In Add a declared size, enter one or more amounts separated by commas, for example 25000, 50000, 100000.
Check the currency next to the amounts. It is USD by default.
Select Add.

Result: The sizes appear in the Declared sizes list.

To correct a size:

To remove a size: select the remove button on its row (Remove declared size followed by the amount).

If you see Enter a positive declared size., an amount is zero, negative or not a number. Correct it and try again.

Related articles