Duration: 60 Min.
Description
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