In this article, we will explore the Browse Events screen. This screen refers to all events in the entity that are non-cash events.
Here you will be able to see a full listing of all business events processed for the fund. Should you require to locate an event to review, edit or delete it, you will be able to do this here. We will teach you the following;
Edit an existing business event
You can filter this screen by any of the column headings. We recommend using the Group by drop-down arrow filter. You can also filter within a specific date range by clicking on the calendar icon. You may drill down further on these events by simply clicking on them. This will open up the event itself, which can then be edited if required.
Navigate to fund level > Transactions > Browse events
- Select a filter by using the drop-down menu
- Select a date range by clicking the calendar icon (if required)
- Select the event you desire by clicking on the arrow in the first column to expand (you can also open the event from here by clicking on it)
Delete an existing business event
If you simply need to delete an event you've processed you can do that from the browse events screen without having to open the transaction.
Navigate to fund level > Transactions > Browse events
- Select a filter by using the drop-down menu
- Locate the event you want to delete
- Select the tick box
- Click the delete icon and confirm