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Community Investment Trust (CIT) Documentation for Enterprise Users

My Accounts
- Identifying the Current Account
Dashboard
Profile
User
- Users
  - Users Homepage Location
- Staff
  - Staff Homepage Location
Account
- Investors
  - View Investor Details
    
    Beneficiaries Tab
    
    Investor Details Tab
    
    Holdings List Tab
    
    Documents List Tab
Document
Offering
- Offerings
- Enrollments
  - Enrollments Table
    
    Using Enrollments Filters
    
    Using Enrollments Search
Investment
- Investments
Dividend
- Dividends
- Cash Payouts
Transaction
- Directives
  - How to Filter by Status or Sponsor Organization
  - Viewing Directive Details
- Complete Transactions
Settings
Billing

Billing

Billing#

The following Section: Sections are included in the Billing category:

Invoices
Payments
Statement
Payment Management

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Invoices

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