Archive a Transaction from Transaction Viewer

Description


1. Click on the Transaction in the Transaction Viewer list.



2. Under the "Trade Record" tab, toggle the open button to Archive.



3. Give a reason for archiving the Transaction and click Archive.



4. The Transaction will now show as Archived & Locked.



5. Toggle "Show" to display your transaction, or Archived to hide the transaction.



6. You can always Re-Open the Transaction.