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Marketing- Transaction Inquiry

Updated over a year ago

When drawing down funds from the trust account to the general/trading account, an invoice and the corresponding receipt is auto created. These can be found via the Marketing | Transaction Inquiry view. Select Marketing | Transaction Inquiry.

All transactions for the current month are displayed

The invoice can be opened

Along with the receipt that is auto generated for the funds transferred from the trust account to the trading account

Each transaction can also be viewed on the relevant campaign card

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