Follow the steps below to create a Transaction manually:

  1. Navigate to the Admin Panel.

  2. Click Banking on the left sidebar.

  3. Go to the Transactions menu item

  4. Click Add New in the top-right corner of the tab.

  5. Complete the General form to set the following parameters:

    1. Transaction type

      1. Incoming transfer

      2. Outgoing transfer

      3. Internal transfer

      4. Deposit/Withdrawal

      5. Fee

    2. Account number / name.

    3. Service provider.

    4. Amount and currency.

    5. Details (the information provided for the transaction described in the account settlement).

  6. Fill in the Bank Details for both sides.

  7. Click Create to apply the changes and generate the transaction.

All transactions are created automatically by service providers; therefore, the transaction creation functionality is designed for testing and/or exceptional cases, such as manual operational needs (for example, charging unique fees).

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