Complete Transactions#
The Section: Complete Transactions section provides access to all completed transaction records in the system.
Overview#
The Section: Complete Transactions section displays all transactions that have been successfully processed and completed.
Complete Transactions Homepage Location#
To Find the Complete Transactions List Homepage:
Locate the primary sidenav to the left of the page.
Don’t see the sidenav?
See How to Toggle Primary Sidebar for more information.
Select the dropdown for the Transaction category.
Select Section: Complete Transactions from the dropdown.
Complete Transactions Homepage Location#
Complete Transactions List Table#
The Table: Complete Transactions List table displays all completed transaction records.
Complete Transactions List Table#
Table Columns#
The Table: Complete Transactions List contains the following columns:
Column: Transaction ID - The unique identifier for the transaction
Column: Date - The date when the transaction occurred
Column: Investor - The investor associated with the transaction
Column: Organization - The organization associated with the transaction
Column: Amount - The amount of the transaction
Column: Transaction Type - The type of transaction
Column: Status - The current status of the transaction
Column: Action - Available actions for the transaction
Key Features#
View detailed transaction information
Export transaction data
Search for specific transactions