The Flow platform makes it easy to upload transactions, and update your investor's contributions quickly and effectively.
Attributing a payment to an investor with a subscription/commitment will update the payment received status. The total contribution amount for the fund will update accordingly.
1. From the Transactions Tab in your investor dashboard, select "Upload Transactions"
2. From the Upload Transactions landing page, a whole host of features empowers users to upload and distinguish their transactions throughout the full fund life cycle. In order to upload transactions in bulk select the below:
Download Template — this bundles your fund's investor information into a csv file in which you can edit and add your transactions to be uploaded into the fund.
Select Capital Call — If you've sent a capital call in Flow, you can tie transactions to capital call so investors can see their capital calls fulfilled in their dashboard.
Append or Replace Behavior — As you upload your transactions, Flow offers two options:
Add to Existing Transactions — Transactions uploaded will be added to existing transactions.
Replace All Transactions — Deletes ALL prior transactions and replaces them with the figures in the uploaded file.
3. After uploading your CSV File, ensure all fields marked as “*” are populated as these fields are required. This page offers you the chance to edit the figures before the final review.
4. The Review Transactions and Reconciliations offers one final opportunity to review your figures before they're updated in Flow. You an also send a final message to investors notifying them of their updated figures. Confirm will import the transactions.
5. The Assign Transaction Owner offers a dropdown to assign the transaction to one of your investors. This will update your investor's Wire Received information on their investor dashboard.
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