Create new
Creating transactions
Create new
Creating transactions
Learn how to create a new transaction in your workspace.
Overview
Create a new transaction using either of these methods:
- Click New > New transaction in the top-right corner
- Use keyboard shortcut
Option + T(Mac) orAlt + T(Windows)
Then complete these fields and click Create transaction:
| Fields | Description | Required | Example |
|---|---|---|---|
| Amount | Transaction amount | Yes | 212.42 |
| Currency | ISO 4217 code, crypto ticker, or custom unit. Make sure it is the same currency as the source balance | Yes | EUR, USDT, POINTS |
| Source | ID of the sender balance | Yes | |
| Destination | ID of the recipient balance | Yes | |
| Description | Narration about the transaction | Yes | deposit from Stripe |
| Apply inflight | Initiate transaction as inflight | No | |
| Allow overdraft | Toggle on to process the transaction even if the source has insufficient funds | No | |
| Custom fields | Optional metadata for your transaction | No | "first_name": "Esme" |
You can also use the indicator (instead of ID) if sending or receiving to a general ledger balance.
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