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Reasons

Reasons

In this section, you can configure comments explaining the reasons for transactions.

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These reasons will be available for selection in a separate comment field when processing transactions.

Please note! If a reason from the list is selected during the transaction, it will overwrite any manually entered comment in the corresponding field.

The section's filter allows you to select a transaction type for which possible reasons will be displayed. When selecting any transaction type in the filter, you can Add Reason. Clicking this button will open a side page where you need to specify the reason name:

brokers_reasons_2.png

Clicking the Add button will save the reason and add it to the section’s table.

To remove a reason from the list, simply click the trash can icon.

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