How long will our transactions remain in Trade Finance Global?
All your incoming and outgoing trade finance transactions will remain in Trade Finance Global for 10 years or until you decide to purge them. This gives your company an excellent tool for auditing and reporting, without having to depend on paper files. Trade Finance Global is available 24/7.
How do I create and use a template?
To create a template: Open a DC or Guarantee application or collection instruction. Fill out all the data that normally remains the same, e.g. names and addresses, etc. Click the "Template" button at the end of the page and give the template a suitable name.
How do I preview an Import DC in Trade Finance Global?
To use a template: Click the "T" that will appear to the right of e.g. "Documentary Credit."
After having completed the DC application, press the Export button at the bottom of the work page. Then you will be able to see a draft of the DC issuance [SWIFT MT700].
How do I remove items from the inbox?
To remove one item: Click the Delete Icon.
Is there a help function in Trade Finance Global?
To remove several items: Click the “Bulk Operation” button found at the bottom of the incoming correspondence tab. Click "search" to see all items in your Inbox or specify your criteria and the click "search". Now you get a list of all items in your Inbox. Mark the ones to be removed and then click the “Save” button at the end of the list. The "removed" items can always be found under Deal History.
You will find all kinds of help in the user guides at nordea.com.
Why am I suddenly not able to "sign" the deals?
The reason for this can very often be that you are making a deal where the amount is higher than you are authorised for. To enable you to do this, it requires the supervisor to make some corrections to your profile by choosing "signature levels." Then "edit" the relative product, raise the amount and save.
Do I need to log in every day to check if I have received any new cases (e.g. DC advice)?
No, you will be informed by e-mail notification every time we send something to your inbox, provided that you have ticked these boxes in your customize settings.
Is it possible to create reports in Excel?
Yes, there is an Excel option under “Inquiry.” Trade Finance Global’s report centre also enables you to create reports in other file formats.
What happens if I remove a case from the inbox before printing it?
You can still find the case under Deal History found in the Inquiry Menu.
I started to make a transaction, but now I cannot find it.
Choose "Transaction Status." Then click Search and you will get a chronology of all your transactions.
How can I amend an existing template?
Whilst creating a transaction using an existing template, click the "Update Template" button at the bottom of the work page. You are also able to edit templates by entering the "Templates Register" available in the "Customize" menu.