Historical Share Transaction Import

Question

How can I add historical share transactions to the Transactions Table?

Answer

It is now possible to import historical share transactions into the Transactions Table.

To do this, navigate to Menu > Corporate Messenger > Companies > open the Company Profile > go to the "Shares" page > scroll down to "Upload Historical Transactions" > click on "Download Template".

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Fill in the details following the correct formatting examples.

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Once the details have been entered correctly, navigate to Menu > Corporate Messenger > Companies > open the Company Profile > go to the "Shares" page > scroll down to "Upload Historical Transactions" > click "Upload/Validate and Import Transactions"

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Once you have uploaded the spreadsheet, a validation message will appear advising "All transactions have been imported successfully".

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The transactions will then appear under the Transactions Table.

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If the the information entered within the spreadsheet does not follow the correct format, a validation message will appear advising that "Some data isn't valid".

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If this occurs, you will need to amend the spreadsheet to ensure the correct format is used for all details entered.

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