Learn to quickly bulk edit multiple transactions to save time and effort.
To bulk edit transactions follow the below steps:
- From an Entity record, navigate to the Securities tab and select Ownership available on the left
- At the top center of the screen, click on the Transactions tab. Check the boxes next to multiple transactions to select them. The Action button will now be available with a dropdown (# Selected). Click it and choose Edit
- In the new modal, fill in the details to be edited, including:
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Transaction Date
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Resolution Date
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Number of Shares
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Price Per Share
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Currency
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Set all Pending transactions to Confirmed
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- Click Preview to open the Bulk Edit Preview modal. Review the edits to understand what changes will be applied. This action is permanent and cannot be undone
- When ready, click Edit All to apply the changes. This will update the selected transactions and any attached certificates
Happy Editing in bulk!