View the details of a transaction
It is possible to access the details of a pending transaction to:
- Validate it
- Edit it
To view the detail
- Go to Subscriptions -> choose the transaction -> see the details
- Edit, save and generate the subscription documentation
You have information on:
- The investor (click on the link to access the profile)
- The associated partner distributor (click on the link to access the profile)
- The transaction and its status
- The associated bank account
- The investment path that can be changed
Only administrators can modify pending transactions