Pending Transactions
Short answer: Pending Transactions keeps your firm’s transaction records.
Pending Transactions keeps your firm’s transaction records.
- What’s recorded: Reference, Account, Fund, Date, Type, Amount
- Steps: Pending → Approved / Rejected; Approved → Posted / Rejected. The database only allows these moves.
- Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.
Try it in the free demoTalk to us