Set start date history

Portfolio Service Collective Transactions" module

On the "History" tab, you will only see the transactions recorded in the last 14 days by default. You can change this period as follows:

1. Select the "Set history start date" icon on the "Collective recording" tab.
2. In the "History start date" dialog box that appears, enter the desired date in the "New date" field or select it from the calendar that can be folded out using the arrow.
3. Confirm the entry with "OK".