Transaction Manager
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      2. BMCA Portal Overview
      3. Transaction Manager

      Leaving/Reviewing Comments on Transactions in Transaction Manager

      The Transaction Manager module provides a feature for leaving comments on transactions, facilitating clear discussions and queries.

      Steps to Leave a Comment on a Transaction

      1. Select the Transaction:

        • Identify the transaction you wish to comment on. Click the "•••" (three dots) under the Action column for this transaction.

      2. Access the Comment Option:

        • From the dropdown menu, select the "Comment" option.

      3. Open the Comment Menu:

        • The Comment menu will appear on the right-hand side of the window:

      4. Compose Your Comment:

        • If you want to leave a comment, click in the "Add a comment" text box.
        • Use the available formatting features to structure your comment.
        • Utilize the @mention feature to notify specific individuals, like your accountant (@accountant), making them aware of your comment.

      5. Submit the Comment:

        • Once your comment is ready, click the "Comment" button to submit it in the portal.

      6. Option to Cancel:

        • If you decide not to leave a comment, you can exit the comment window by clicking on the "Cancel" button.

      7. Notification and Acknowledgement:

        • After submitting a comment, your accountant will receive a notification. They should acknowledge receipt within 24 business hours.

      Reviewing Comments

      • Comment Visibility: Comments left on transactions are visible in the Comment menu, allowing for ongoing communication and reference.
      • Notification and Response: When a comment is left on a transaction, notified parties can review and respond as needed, ensuring a loop of communication.