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".
Fill in the details following the correct formatting examples.
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"
Once you have uploaded the spreadsheet, a validation message will appear advising "All transactions have been imported successfully".
The transactions will then appear under the Transactions Table.
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".
If this occurs, you will need to amend the spreadsheet to ensure the correct format is used for all details entered.