Futures

The screen is available only when the module futures contract is enabled for your business. The data added here in the exchange and type tabs is selected on the “Futures Contracts” screen while adding futures contracts.

Example of Futures in Root data

Exchange #

Exchange is the marketplace on which you are buying or selling your futures contracts. You can add the various exchanges that are later used for futures contracts.

Example of adding a new exchange in futures

Adding a new Exchange #

  • Navigate to Futures in rootdata.
  • Press or click “+” on the Exchange tab.
  • Add the exchange name and save.

You can set one exchange as the default that will be auto-selected while creating a new futures contract.

Type #

Type is simply the type of futures that you buy or sell. You can add these future types in this screen that are selected while adding futures contracts.

Example of adding a new type in futures

Adding a new Type #

  • Navigate to Futures in rootdata.
  • Press or click “+” on the Type tab.
  • Add the type and save.

You can set one type as the default that will be auto-selected while creating a new futures contract.

What are your feelings
Updated on September 23, 2024

FAQ'S

Accounts and Financial

  • Unable to find invoice for export in current month

    Invoices are displayed on the export screen in a particular month. The month of the invoice is taken from the invoice date and not from another date, such as the due date.

    The invoice date is therefore leading in terms of month for export periods. For example: Invoice date 22-05-2022 and due date 15-06-2022. This invoice will appear in the export under the month May.