Managing transactions

Built allows you to manage transactions.

Note: Ensure that full access permission is provided to:

• Deal Management - Portfolio Page & Deal Creation, Deal Overview, and Deal Details

• Deal Stakeholders - Deal Stakeholder Management

• Draws - Draw Schedules

• Capital Stack - Capital Stack Management

• A deal is present along with the setup of Capital Stack, Draw Schedule, and Funding Rules.

This topic includes the following sections.

• Adding a transaction

• Viewing transactions

• Filtering transactions