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