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Bulk Edit Transaction

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  • Updated

Leverage the bulk edit feature to quickly update multiple Securities transactions simultaneously, saving time and effort.

Overview

The Bulk Edit Transaction feature enables users to modify multiple transaction fields simultaneously, including dates, share quantity, and price. Users can also confirm pending transactions. A Preview function is available to review changes before permanently applying them to the selected transactions and any attached certificates.

Availability: All plans. (confirm this)

Initiate Bulk Edit

  1. From an Entity record, navigate to the Securities tab and select Ownership on the left panel

  2. At the top center of the screen, click on the Transactions tab

  3. Check the boxes next to multiple transactions to select them

  4. Click the Action button (labeled # Selected) and choose Edit from the dropdown menu

Apply Changes

  1. In the new modal, fill in the details to be edited, including:

    • Transaction Date

    • Resolution Date

    • Number of Shares

    • Price Per Share

    • Currency

  2. Set all Pending transactions to Confirmed (if applicable)

  3. Click Preview to open the Bulk Edit Preview modal

Review and Confirm Edits

  1. Review the edits in the Bulk Edit Preview modal to ensure the desired changes will be applied

  2. When ready, click Edit All to permanently apply the changes

Note: This action is permanent and cannot be undone. Clicking Edit All will update the selected transactions and any attached certificates.

Video Instructions