Viewing transactions

Note: Ensure that full access permission is provided to:

• Deal Management

• Capital Stack - Capital Stack Management

To view the transaction, perform the following steps.

1.

At the top-left of the page, click Portfolio.

2.

On the Portfolio page, click Deal ID or View for the required deal.

You can view the transactions from the following pages:

• Capital Stack page

• Transactions page

Capital Stack page

3.

On the left navigation menu, click Capital Stack.

4.

On the Capital Stack page, in the Current Balance column, click amount.

The Transaction History details are displayed.

Transaction page

5.

On the left navigation menu, click Transactions.

6.

On the Transactions page, click Expand All.

7.

Click Details.

The Details dialog box is displayed with the transaction details.