Add Context to the Transaction History
Last updated
Last updated
Adding context to your transactions can enhance your treasury management.
To add context to your transactions, follow these steps:
Access the Transaction section from the left-side menu, separate from the 'Safes' section.
On 'History' section at the top. Click on the transaction to which you want to add context. This will provide more details about the selected transaction.
Press the ‘Add Context’ button. This opens a dialog with two fields:
Description Box: Write a detailed description of the transaction here.
Tag Box: Add relevant tags to categorize the transaction, such as 'DeFi position', 'Liquidity', 'Sponsorship payment', etc.
Note: Adding context is available only to Dashboard members with Admin or FinOps rights.
For viewers, an 'Add First Comment' button allows them to ask questions or add comments to any transaction, fostering greater trust within your community.