Release 1.6 & 1.7 - Transaction Manager

Improved transactions import

We have had issues with the transaction manager creating duplicate transactions when importing into the Bricknode system, but in this release this is fixed.

New possibilities - Adding instrument and order to the import

It has previously not been possible to connect cash transactions to an instrument or to an order from Transaction Manager, but in this release we have added that possibility.

There are two new columns in the Template for simple import called Instrument and Order.

Open

Open

In the Instrument column you can add an ISIN or a BFS Id (GUID) for an instrument in the Bricknode system and the transaction imported will be connected to that instrument.

In the Order column you add an Order number or a BFS Id (GUID) for a customer order in the Bricknode system and when imported the transaction will be connected to that order. The transaction will also be connected to the Note and the BusinessEvent for that order. If the order is corrected later these transactions will also be corrected.