Transactions
Short answer: Transactions keeps your firm’s transaction records.
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.
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