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Allow Reason for Trade Notes to be Uploaded for Logged Orders

Upload Settings on the Rebalancing System Settings page allow you to change how Tamarac Trading treats some of the information you add through upload. Allow Reason for Trade notes to be uploaded for logged Orders lets you choose whether or not the users at your firm will be able to see and use the Order Information upload data set.

When selected, permissioned users can see and use the Order Information upload data set, which allows them to add reason for trade notes to existing orders in bulk at any time, regardless of reconciliation status. When cleared, users will not see this upload data set and will not be able to upload of reason for trade notes.

For more information on uploading data, see Uploading Data.