Once a Collaborator has reviewed and submitted their import, the data will be loaded into the system.
Some channels will then allow Trading Program users to approve or reject transaction data imported by Collaborators. This makes sure that you have a greater level of control over the transactions in your system.
Imports can be reviewed under Config > Turnover > Approve collaborator imports.
This page will list both pending and past imports. Selecting an import from one of these listed will display a summary of the imported data alongside a download of the imported file. Approving the import will then allow the transactions to be included in deal calculations.
When rejecting an import it is possible to leave a note explaining why the import was rejected. This note will be visible to the Collaborator who imported the transactions.