Transaction Row Actions

Transaction row actions:

• View in explorer - Opens the associated transaction on the relevant blockchain explorer.

  

• Tag transaction - Classify and categorize transactions automatically or manually.

• Sync to ERP - Transferring selected transaction data from the ledger to your connected ERP system to ensure financial records are updated and aligned.

  

• Ask TRES Analyst - Some transactions display an analyst icon (an upside-down triangle), which allows you to ask questions and obtain more information about that specific transaction.

  

• Action menu:

  • Mark as - Favorite, Reviewed, Under review, Not reviewed

  • Reclassify - Change the transaction's classification or category. For more information on reclassification, refer to the Reclassify guide.

  • Add note

  • Copy transaction hash

  • Copy method ID

  • Copy transaction link

  • Delete transaction

  • Manage sub transactions - View detailed sub-transaction breakdowns, edit, add, remove, or split sub-transactions, and manage linked transactions to ensure accurate and granular transaction accounting.

• NOTE: All Transaction actions can be done in bulk using multi-select option.