Before entering any equity transactions, ensure that you have created the relevant Equity in Equity register, Entity, Portfolio, Cost Center and Bank Accounts to proceed.
New investment transaction can be created manually, or by copying an existing one and changing the needed information.
Adding Equity transaction manually
Go to Equity - Transaction and click the + icon. Select the transaction type in question. (If there is no a suitable transaction type, it can be added in Settings - Instruments - Equity transactions type.)
Fill in the details of the transaction in question and click 'Save'.
Approval Flow:
If there is an approval flow related to the equity transactions, it will show here as a link to the Dashboard Approval Flows.
Attachments:
Attach documents (Excel, PDF, JPG, JPEG, PNG) up to 5MB. Use only alphanumeric characters and hyphens/underscores in file names.
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