Introduction
The Custom Transaction Management feature is designed to enhance your valuation processes with increased flexibility and efficiency.
Reusability Across Multiple Valuations
Manage and apply your custom transactions across multiple valuations, ensuring consistency and saving time.
Comprehensive Management
View, Add, Modify, and Delete transactions with ease, providing full control over your data.
Upload and Download Custom Transaction Lists
Simplify your workflow by uploading and downloading transaction lists, making seamless data management possible.
Accessing Custom Transaction Management
Located in the main navigation, available from any screen.
Adding a Transaction
Enter the relevant parties and financial details.
Proceed by clicking "Add Transaction."
Editing and Removing a Transaction
To edit a transaction, click into the desired cell and make edit.
To remove a transaction, select the row and click "Remove."
Uploading and Downloading Transactions
Upload your Custom Transaction List in Excel format.
Alternatively, download the Valutico-formatted excel sheet, make your edits, and re-upload.