If you have multiple transactions that require a status update, you can do this using the Batch Transaction Update function within the Transaction module.
Select Batch Transaction Update.
2. Set the parameters for the transactions that you would like the update the status and select Search.
3. Select the Status you would like the transaction to be changed to, then select if you would like a Trade Confirmation to be generated. You are also able to add your Approved and Closed dates if necessary.
Selecting 'All/None' will apply chosen settings to either all or none of the investors.
If there are certain investors whose status you wish not to update, toggle to NO.
4. Select Save Selected. Your batch may take a few moments to process.
5. Navigate to the Batch Update Records tab. Verify that all rows have processed and your Batch Transaction update is complete.