Assigning categorization axes to a counterparty

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Adding a categorization tag (1st method)

  1. Go to Counterparties on Payflows
  1. Click on the desired counterparty
  1. Scroll down until analytical axes fields
  1. Click Add value for the axis you want to add a categorization tag

Adding a categorization tag (2nd method)

  1. Go to Counterparties on Payflows
  1. Find the desired counterparty
  1. Click Add value on the Tags column
  1. Select the axis you want to add a categorization tag
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