If you have an investment that has exited in part or in full, you will need to record an exit transaction that corresponds to the type of investment made. If you're recording the final exit for a particular round (there are no remaining holdings in it), make sure that the Exit Transaction box is checked off when adding the associated transaction.
When your exits are recorded properly, they should show in Exits & Returns, and also on the Investment tab within the company record. If you do not see them listed properly, then check your transactions to be sure you have the correct investor name and investment account listed and that you've recorded the proper transaction type, share count, date, and amount, in the proper round. Each round of investment needs to be exited individually.
Learn about the common types of exit transactions that you can record in Seraf.
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