Modify Transaction View

Created by Erik Åkerlund, Modified on Mon, 20 Feb 2023 at 02:29 PM by Erik Åkerlund

Front Office > Modify

Used for modifying a transactions payment date or to capitalize interest on a loan deal. Single transactions, or in batches. 


Modify Transactions Report 

The Modify Transactions Report is a customisable system report, which means that it has its own selection, columns and settings that can be changed by the user.  

You can narrow down your search using different settings in this view. To search for the transactions you want to modify click search, either in the toolbar above or the search button in the bottom right corner. 

Settings in the toolbar gives you more possibilities to choose report type, measuring period, add or delete columns, choose specific FX and IR rates and so on.

Use the arrow in the top corner to view the report (transaction list).

Then select the transactions you want to modify. Here you can for example capitalize interest or modify payment dates.

Remember, if you for capitalize interest on more than one transaction but in the same deal, the interest amount shown after will be the correct amount since the interest then is calculated on the amount after the first capitalization. 

You can also click on the global ID to enter the deal and see all transactions including the ones done by modify transactions.

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