Transactions

You can specify which financing Transaction(s) to include in your proposal. You can create up to 4 financing Transactions for a given proposal. When clicking on the “+ Transaction” button, various transaction types will be displayed in a list.

 

Depending on which Transaction you select and how that Transaction Template is set up, you may be required to specify certain transaction inputs. All of these transaction inputs are customizable and can be pre-specified in the company setting. See our “Customize Transaction(s)” section of the User Guide for more details.