Transaction Import-Export

Duration: 60 Min.

Relius Administration has expanded transaction import/export capabilities. The Transaction Import/Export programs are used for importing allocations, transactions, distributions and transfers, as well as gain/loss data. These programs may also be used to import/export trades and confirmations, and to export participant account data. In this session, we will include a discussion of imports vs. takeover transactions, as well as timing considerations and date sensitivity.

Who should attend: Experienced users

Learning objectives:

  • Defining various import routines
  • Understanding the import/export capabilities
  • Timing transactions appropriately
  • Posting takeover transactions

  • Event Details