In this article, we look at how to edit transactions, certificates and holdings.
What changes can be made:
- Edit Issuance Transactions
- Edit Certificate Codes
- Edit Holdings
Issuance Transactions
When viewing an Issuance Transaction, edit the Price per share field. The related Certificate will automatically update to reflect your changes.
Certificate Codes
When viewing a Certificate, the Sort Order & Certificate Code details can be edited.
Holdings
You can edit/remove a representative or add a new representative for a holding. You can also change the name of a holding - with the bonus of when you do, all linked transactions will be updated accordingly.