Infront Portfolio Manager
Infront Portfolio Manager
Breadcrumbs

Link transactions with orders in the order book

Proceed as follows to link a transaction to an order in the open "Enter transactions" worksheet:

  1. Select the transaction to be linked in the list of recorded transactions.
    icon_linked_to_order_in_order_book_EN.png Transactions already linked to orders can be recognized by the icon "Linked to order in order book".

  2. icon_link_order_EN.png Then select the "Link to order book order" icon in the worksheet toolbar.
    Or select the LINK TO ORDER BOOK ORDER command in the context menu of the selected transaction.

The command LINK WITH ORDER BOOK ORDER can also be found in the context menu of the transactions in the

"Transaction list" report

.