CATS provides several ways to manage your credit and exposure in CATS, which are linked to counterparty accounts. You can limit the allowable exposure or credit extended to counterparties and see a detailed report of your current and expected exposure.

To set the levels for each counterparty, go to Accounting > Accts: Name/Addr > Review Account.

Review a Counterparty Account

Just enter the account you want to review and pick Continue.