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 the ones that still need publishing, and select multiple rows to run bulk actions.
This article is for company admins. It explains where to find the Transactions Grid view, how to use it, and how to publish, attach documents, generate documents and update fields directly from 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.
Needs publishing shows transactions that are still draft, modified, or marked for deletion. When everything is published, this tab shows No transactions that need publishing.
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?.
The default view
In the default view, transactions are listed newest first and are not grouped. The default columns are:
Date
Overview: the transaction type and the stakeholders involved
Status
Details: a wider column with the key details of the transaction, such as amount, plan or share class
Documents: if a transaction has one document, you see its name. If it has several, you see a dropdown (for example 2 documents) that lists them all, and you can click any document to open it
Id: the transaction ID
A Publish button on every row that has unpublished changes (see How publishing works from the grid)
Optional columns
You can show more columns from the column settings, for example:
Type, To, From, Stakeholder and Beneficiary
Plan, Share class and Grant type
Amount, Share price and Transaction currency
Vesting / Cliff / Interval (mo) and Links
Share certificate ID (only if your company uses share certificates)
Internal note and Last modified
your transaction custom fields
Paste a list into a filter
When you filter a column with Include or Exclude, you can paste a list of values instead of picking them one by one, for example a column of stakeholder names copied from Excel. Values can be separated by new lines, tabs, semicolons or a comma followed by a space.
Ledgy adds every pasted value that matches an option in the filter. If some values don't match, Ledgy tells you how many were not found and lists them, so you can check for typos.
Other actions on the page
You can also:
open row actions for a single transaction
select multiple transactions for bulk actions
use the Needs publishing 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, with the options Date, Internal note, Holding period, Custom field and Attachments
Generate documents
Delete
Reset
Publish
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
Holding period, for share issuances and equity settlements only (see How to bulk edit holding periods)
Custom field, when the selected transactions all share the same applicable transaction custom field
Attachments, to attach or remove existing data room documents (see How to bulk attach or remove documents)
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.
How to bulk edit holding periods
The Holding period option only works when all selected transactions are share issuances or equity settlements. If your selection includes other transaction types, the action won't run for that selection.
Select the share issuances or equity settlements you want to update.
Open the bulk action menu and click Edit > Holding period.
Choose an action:
Set holding period: the holding period type is Mandatory. Choose Months and enter a duration, or choose Date and pick the date when the shares become tradable (Shares tradable on).
Clear holding period: removes the holding period from the selected transactions.
Click Preview changes, review the before-and-after preview and click Confirm edit.
How to bulk attach or remove documents
You can attach documents that are already in your data room to several transactions at once, or remove them. New documents need to be uploaded to the data room first.
Select the transactions you want to update.
Open the bulk action menu and click Edit > Attachments.
Under Action, choose:
Attach to add the selected documents. Documents already attached to a transaction are kept.
Remove to unlink the selected documents. The documents stay in your data room. In this mode, you can only pick documents that are attached to at least one of the selected transactions.
Select one or more documents in the Documents field. You can click a selected document to open it.
Click Preview changes.
Review the before-and-after preview. Ledgy shows how many documents will be attached to or removed from how many transactions, and lists each transaction with its documents before and after the change. Transactions that won't change are shown separately.
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 focused on quick updates: Date, Internal note, Holding period, applicable custom fields and Attachments.
For the classic spreadsheet-based flow, see How to edit transactions.
How publishing works from the grid
The Needs publishing tab is especially useful when you want to review unpublished changes before publishing. You can publish in two ways.
Publish a single row
Every row with unpublished changes has a Publish button on the right-hand side of the grid. Click it to publish that transaction. If you have grouped the grid, the group row also shows a Publish button with a number next to it. Clicking it publishes all unpublished transactions in that group.
If you don't have permission to publish transactions, the button is greyed out.
Publish several transactions at once
Select the transactions you want to publish, open the bulk action menu and click Publish. All selected transactions must have unpublished changes.
Both ways open the same publishing window. Ledgy shows how many of your unpublished transactions you are publishing, any warnings (for example if a selected transaction depends on another transaction that isn't published yet), and, depending on the selected transactions, Publishing options such as notifying involved stakeholders or inviting remaining stakeholders. Click Publish to confirm.
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:
review and publish everything in Needs publishing, row by row or in bulk
update the same field across multiple transactions
attach or remove existing documents on 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.