Logo
Fairways Help Center
Fairways Developer Corner
English (US) Français
Submit a request Sign in
How can we help you?
  1. Finance Active
  2. Fairways Debt
  3. Release Notes

2019/07/23 - Debt & Derivatives - Batch Import Transactions to the Relevant Portfolios (Actual or Draft)

  • Public

Updated July 24, 2019 10:07.

When importing transactions using an Excel file, you can now select the transaction portfolio(s) in the Stage column:

  • Actual
  • Draft

Transaction_Import_Status_EN.png

Notes:

  • This field is optional. If no stage is selected, the transaction is imported into the Draft portfolio by default.
  • The stage needs to respect the transaction requirements, e.g. you can only import credit facility drawings if its credit facility is in the Actual portfolio.

 

See Import Transactions for more details.

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

  • 2023/09/27 - Fairways Debt - New Term Rates Based on Risk-Free Rates (RFRs)
  • 2023/09/20 - Public REST APIs Quarterly Update
  • 2023/09/07 - Fairways Debt - Antivirus analysis on new document upload
  • 2023/08/11 - Fairways Debt - View the Rate Index Configuration
  • 2023/04/19 - Fairways Debt - New Advanced Features for Risk-Free Rates (RFRs)
  • 2023/03/24 - Fairways Debt - Risk-Free Rates (RFRs) now available in the Pricers Application
  • 2023/02/16 - Public REST APIs Quarterly Update: New Documentation Website
  • 2023/02/06 - Capital Commitment and Rate Commitment Calculation for Future and Renewed Transactions
  • 2022/12/09 - Public REST APIs Quarterly Update
  • 2022/11/30 - Compute Extended Constant Annuities and Equivalent Periodic Compounding Rate
See more

Can't find what you're looking for?

Let us help you!

Submit a request

© Finance Active