Transactions
Opening the item
Follow the steps below to access transaction details:
Navigate to the Admin Panel
Click Banking on the left sidebar.
Go to the Transactions menu item.
Click Show in a line to open transaction details.
How to create a Transaction
To create a Transaction manually
Navigate to the Admin Panel.
Click Banking on the left sidebar.
Go to the Transactions menu item
Click Add New in the top-right corner of the tab.
Complete the General form to set the following parameters:
Transaction type
Incoming transfer
Outgoing transfer
Internal transfer
Deposit/Withdrawal
Fee
Account number / name.
Service provider.
Amount and currency.
Details (the information provided for the transaction described in the account settlement).
Fill in the Bank Details for both sides.
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).
Component parameters

Transactions list
Parameter | Description |
---|---|
Created at | The column demonstrates the date and time of transaction creation. |
Amount | Includes the transactions sums. |
Account | Defines the account numbers the transaction belongs to. |
Type | Defines the transaction types that are the following:
|
Status | Defines the transaction status:
|
Remitter | The debited account owner name. |
Beneficiary | The transfer beneficiary names and account numbers. |
Provider | The service provider delivering the transaction execution. |
Action |
|
Add new | Create a transaction manually, see the previous section for details. 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). |
Help | Click to access the current page right from the Admin Panel. |
Configuring the component
There are two panels for transaction review and editing.

Transaction details

Transaction editing
Parameter | Description |
---|---|
Transaction details | |
Details | The field includes general transaction information including an internal id, related account numbers, Clients, sums, and currencies. |
Bank Details | Demonstrate the essential banking details of the beneficiary and remitter sides, including SWIFT, IBAN, and addresses. |
Additional information | Provides the information on the transaction service provider and a reference transaction (if provided). |
Parameters | The field provides additional parameters received from the service provider; for example, |
Reference Transaction | A “reverse” of the initial transaction. Every transaction charged from an account will be credited to another one. For example, a fee charged from a user will be transferred as a commission to a Bank cash account – in this case, the credit transaction on the cash account is a reference transaction of the initial fee. |
Approvals | The field demonstrates the list of pre-approvals if applied. |
Top sidebar | Navigate between Details, transaction Logs, Comments, and Check alerts using the top-side menu. |
Transaction editing | |
State | Transaction state defines, whether the transaction is drafted, waiting for approval, complete, or declined. The transaction state is changed by the transaction service provider; change the state only in case of emergency. Note, if you change a transaction state, it will be updated only in the Crassula system. The following list defines all transaction states with corresponding API codes that can be required by development teams:
|
Amount | Transaction amount. |
Details | The field allows changing the banking details in case of any errors and misprinting. Once a transaction is complete it is not possible to change its Bank Details. In order to manage the banking details, the transaction state is to be rolled back manually. |
Help | Click to access the current page right from the Admin Panel. |