Bulk Edit Transaction

  • Updated

Easily select multiple issuance transactions and edit them all at once, saving time and effort.


See it in action here!

To bulk edit transactions follow the below steps:

  • Visit the Securities section of an entity

  • In the transaction tab, select multiple transactions

  • Click the dropdown button (# selected) to the right of the +New button

  • Click Edit selected

  • Fill in the details to be Edited.

    • Transaction Date

    • Resolution Date

    • Number of Shares

    • Price Per Share

    • Currency

    • Set all Pending transactions to Confirmed

  • Click Next to preview the transaction.

  • Lastly, click Update All