All endowment transactional e-docs contain a Transaction Lines tab. Working in this tab, you may import multiple lines of transaction data from a spreadsheet and/or add single lines manually. After adding a line, you have the option of deleting it, refreshing the tax lot information associated with it (this option is available for securities transactions only), or performing a balance inquiry on the KEMID associated with the line. All of these activities are accomplished by clicking buttons on the tab.
To add multiple transaction lines from a file, follow these steps:
To add one or more transaction lines manually, follow these steps:
After you have added a transaction line, you have these options: