How to Edit Sold Stock Information in Trax

Why is this important to me?

Brokers have the ability to increase fees charged to the transaction.

Step 1: Open sold stock record.

Note: Refer to the How to Search for a Revenue Transaction in Trax document to help open a stock record

Step 2: Click the Stock Sales tab.

Step 3: Click the expand icon next to sold stock to edit. Click Edit.

Step 4: Configure information in the Edit stock sale window.

Note: Enter the low, medium, and high prices per share.

Note: Always leave the GL post status field as Not Posted. Enter the date you plan to sell the stock.

Step 5: Click the Save button.


Article ID: 3347
Thu 1/28/21 5:36 PM
Fri 1/29/21 10:03 AM