Vertalo: Pushing transactions

Modified on Wed, Mar 30, 2022 at 5:50 PM

When you are at the end of your funding date, you can push all your related transactions to Vertalo for services or send them individually. 

NOTE: Transactions must be in Payment Received or Complete status to send


To send transactions in bulk:

  1. Select Offers from the left menu
  2. Click into the offer where you would like to send transactions
  3. Choose Vertalo on the left
  4. Click Send Transactions



To send transactions individually:

  1. Select Transactions from the left menu
  2. Use the drop-down menu to filter for the offer where you would like to send transactions
  3. Select transactions by clicking the checkboxes
  4. Click Engage Selected
  5. Choose Send to Vertalo



References:


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