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Community Investment Trust (CIT) Documentation for Community Users

Community Manual

My Accounts
- Identifying the Current Account
Dashboard
Profile
User
- Users
  - Users Homepage Location
- Staff
  - Staff Homepage Location
Account
- CIT Corporations List
  - Table: CIT Corporations List
  - View CIT Corporation Details
    
    Corporation Information Tab
    
    Legal Information Tab
    
    Users Tab
- Investors
  - View Investor Details
    
    Beneficiaries Tab
    
    Adding a New Beneficiary
    
    Investor Details Tab
    
    Holdings List Tab
    
    Filter Holdings by Status
    
    Documents List Tab
Document
Offering
- Offerings
- Enrollments
  - Enrollments Table
    
    Using Enrollments Filters
    
    Using Enrollments Search
Investment
- Investor Summary
- Monthly and Quarterly Investment Summary
Dividend
- Dividends
- Cash Payouts
Transaction
- Directives
  - How to Filter by Status or Sponsor Organization
  - Viewing Directive Details
- Complete Transactions
Settings
Billing
- Invoices
- Payments
  - Viewing Payment Details
  - Adding Payment Credits
Communication
- Messages
- Send Notification
Proxy
Report
Commmon

Billing

Billing#

The following Section: Sections are included in the Billing category:

Invoices
Payments

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Invoices

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