Help Center

Orion Transactions on Account Details

LeadCenter automatically syncs supported transactions from Orion and displays them directly on the account details page. This gives your team one place to review Orion transaction activity and take action on it without leaving the account record.

What This Feature Does

• Shows Orion transactions on the account record
• Keeps transactions updated automatically through ongoing sync
• Lets you convert transactions into sleeve accounts or company fee payments
• Supports bulk actions for conversion and deletion

How It Works

• When you connect an account to Orion, LeadCenter syncs supported transactions along with the related account and asset data.
• New transactions continue syncing daily to keep the account up to date.

Open the account details page and look for the Transactions card. From there, you can review synced transactions, search by type, amount, security, or comments, and take action on one or more transactions.

Review synced Orion transactions on the account record and use bulk actions to convert or delete multiple transactions at once.

Viewing Transactions

• Go to the account details page and open the Transactions card.
• Accounts linked to Orion show an Orion badge in the card header.
• Transactions are paginated for easier browsing.
• Use the search bar to find transactions by type, amount, security, or comments.

Converting Transactions

Each transaction includes an action menu with the following options:

• Convert to Sleeve Account — creates a new sleeve account linked to the parent account using the transaction amount
• Convert to Company Fee — creates a new company fee payment using the transaction amount, date, and notes

Use the action menu on an individual transaction to convert it directly.

Use the transaction action menu to convert individual transactions into sleeve accounts or company fees.

Bulk Actions

You can select multiple transactions and perform actions in bulk.

1. Use the checkboxes to select one or more transactions.
2. Use the bulk action bar to choose an action.
3. Available bulk actions include:
   • Convert to sleeve
   • Convert to fee
   • Delete

When you select all transactions on the current page, LeadCenter also lets you include transactions across all pages.

Unlinking from Orion

If an Orion account is unlinked from a LeadCenter account, the synced transactions are preserved on the account. They are not deleted automatically.

Note: Unlinking the account does not remove previously synced transaction history from the account record.

Supported Transaction Types

LeadCenter currently syncs supported Orion transaction types in these categories:

• Contributions
• Distributions
• Fees
• Merges / account transfers

Important: Other Orion transaction types, such as buys, sells, dividends, and reinvestments, are not included by default. If your team needs additional Orion transaction types enabled, contact support.

Additional Notes

• You can also add or edit transactions manually when needed.
• The Source of Funds field is populated automatically from Orion when available.

Why This Is Helpful

• keeps Orion transaction activity visible on the account record
• reduces switching between systems
• makes it easier to turn transactions into tracked sleeve accounts or company fee payments
• improves efficiency with bulk actions and daily synced data

Troubleshooting

• I do not see the Transactions card: Confirm the account is linked to Orion.
• A transaction is missing: Confirm the transaction type is one of the currently supported Orion transaction categories.
• I unlinked the Orion account: Previously synced transactions remain on the account and are not deleted automatically.

Need help? Contact support@leadcenter.ai.