Introduction
The Transactions Grid view gives you a more table-based way to review and manage transactions in Ledgy. Instead of opening transactions one by one, you can review key information in a grid, switch between all transactions and drafts, and select multiple rows to run bulk actions.
This article explains where to find the Transactions Grid view, how to use it, and how to use bulk actions such as document generation and field updates from inside the grid.
This is a Beta feature. Don't hesitate to get in touch with [email protected] if you have any questions or issues.
How to access the Transactions Grid view
Go to Ownership > Transactions.
Click Grid view in the top-right area of the page.
The grid opens with two tabs:
All transactions shows your full transaction list.
Drafts shows transactions that are still draft, modified, or marked for deletion.
You can switch back to the classic transactions page at any time by clicking List view.
How to use the new Transactions Grid view
The grid is designed to help you review transaction data in one place. Like other grid views in Ledgy, the Transactions Grid view can be customised to match your workflow. You can adjust visible columns, sort and filter the data, group rows, and save custom views in the same way as other Ledgy grids. For step-by-step instructions, see How do I create and customise grid views?.
In the default view, transactions are grouped by date. From there, you can review details such as:
transaction type
status
stakeholder
beneficiary
plan
share class
amount and value
linked transactions
attached documents
transaction ID
You can also:
open row actions for a single transaction
select multiple transactions for bulk actions
use the Drafts tab when you want to focus on unpublished changes
From the top of the page, you can also still access other transaction workflows such as Import, Add transaction, and the classic Bulk edit flow.
Bulk actions available in the grid
After selecting one or more transactions, you can open the bulk action menu and run actions directly from the grid.
Depending on the selected transactions, your permissions, and your account setup, available actions can include:
Edit
Generate documents
Publish
Reset
Delete
How to bulk generate transaction documents from the grid
If your company uses Ledgy's document templating feature, you can generate documents for multiple transactions directly from the Transactions Grid view.
What types of transactions are supported?
At the moment, bulk document generation from the grid is available for transaction types that support document generation in Ledgy, including:
grants
share issuances
transfers
equity settlements
If your selection includes transactions that do not support document generation, the action will not run for that selection.
How to generate documents in bulk
In the grid, select the transactions you want to use.
Open the bulk action menu and click Generate documents.
Choose the Word template you want to use.
Choose whether Ledgy should Prepare signature requests.
Choose where the generated documents should be saved:
Create a new folder
Select an existing folder
Save without a folder
Click Preview.
Review the transactions and any warnings shown by Ledgy.
Click Generate to start the workflow.
What happens during Preview?
Before you confirm, Ledgy validates the selected transactions and can show helpful warnings, for example:
missing values required by the template
unsupported template variables
template errors
transactions that already have attached documents
If a transaction already has documents attached, Ledgy adds the new documents alongside the existing ones rather than replacing them.
What happens after confirmation?
After you confirm, Ledgy opens a progress page for the document generation workflow.
On that page, you can track:
how many documents have completed
how many have failed
any user-facing errors returned during processing
When the workflow is finished, you can return to the Transactions Grid view.
How to bulk edit transaction fields from the grid
The Transactions Grid view also lets you update certain fields directly from the grid after selecting multiple transactions.
Which fields can be edited directly in the grid?
At the moment, the grid-based field editor supports:
Date
Internal note
Custom field, when the selected transactions all share the same applicable transaction custom field
For custom fields, Ledgy can let you either set a new value or clear the field, depending on the field type and the selected transactions.
How to bulk edit fields in the grid
Select the transactions you want to update.
Open the bulk action menu and click Edit.
Choose the field you want to update.
Enter the new value.
Click Preview changes.
Review the before-and-after preview shown by Ledgy.
Click Confirm edit.
Important note: this is different from the classic Bulk edit button
The Transactions Grid page still includes the existing Bulk edit button in the page header. That button opens Ledgy's Excel-based bulk edit workflow.
The newer in-grid Edit action is different. It works directly from the selected rows in the grid and is currently focused on quick field updates such as Date, Internal note, and applicable custom fields.
For the classic spreadsheet-based flow, see How to edit transactions.
How publishing works from the grid
The Drafts tab is especially useful when you want to review unpublished changes before publishing.
After selecting draft transactions, you can use the Publish action from the bulk action menu. During publishing, Ledgy may also offer additional options such as notifying involved stakeholders or inviting remaining stakeholders, depending on the selected transactions.
How reset and delete work from the grid
You can also use the grid to clean up transaction changes in bulk.
The Reset action removes unpublished changes from the selected transactions. This cannot be undone.
The Delete action deletes the selected transactions. Ledgy asks for confirmation before the action runs.
Summary
The Transactions Grid view is useful when you want to review many transactions at once and take action without moving in and out of individual transaction forms.
It is especially helpful when you want to:
focus on drafts before publishing
update the same field across multiple transactions
generate documents for multiple supported transactions
review documents, links, and transaction status in one place
If you have any questions, feel free to reach out to our Support team via chat or email.