Learn how to use the Departmental View Tab that gives access to branch/department data all in one screen through your Total Plan level or accessing each plan separately and revising projections.

Click on the links below to view and download Compass training materials.

Monthly_Procedures_Checklist_SBU

Strategic Business Units

As each branch or department is computed, Compass will automatically balance the sheet using either the Funds Pool In or Funds Pool Out accounts. The use of the Funds Pool accounts allows the User to designate a Cost of Funds usage (Funds Pool In) or Credit for providing funds (Funds Pool Out).

https://plansmith.com/pub/tutorials/SBU_Funding/SBU_Funding_and_Transfer_Pricing.html

Click on the links below to view and download Compass training materials:

Strategic Business Units

Learn more about the Strategic Business Unit system features that allows the allocation of Direct Expenses between branches or departments.

This tutorial Includes the definitions, uses, and examples of the impact  for common hedges and swaps in Compass. 

https://plansmith.com/pub/tutorials/HedgesAndSwaps/DefinitionsUses/DefinitionsUses.html

This tutorial will show the steps to create an interest rates floor in Compass.

https://plansmith.com/pub/tutorials/HedgesAndSwaps/AssetInterestRateFloor.mp4

This tutorial will show the steps to create an interest rates cap in Compass.

https://plansmith.com/pub/tutorials/HedgesAndSwaps/AssetInterestRateCap.mp4

This tutorial will show the steps to create an asset receiving a fixed paid floating swap in Compass.

https://plansmith.com/pub/tutorials/HedgesAndSwaps/AssetRcvFixedPayFloating.mp4

This tutorial will show the steps to create an asset pay floating received fixed swap in Compass.

https://plansmith.com/pub/tutorials/HedgesAndSwaps/LiabilityPayFloatingReceiveFixed.mp4

This tutorial will show the steps to create an asset pay fixed received floating swap in Compass.

https://plansmith.com/pub/tutorials/HedgesAndSwaps/LiabilityPayFixedReceiveFloating.mp4