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Overview

Create a new transaction using either of these methods:
  1. Click New > New transaction in the top-right corner
  2. Use keyboard shortcut Option + T (Mac) or Alt + T (Windows)
Then complete these fields and click Create transaction:
FieldsDescriptionRequiredExample
AmountTransaction amountYes212.42
CurrencyISO 4217 code, crypto ticker, or custom unit. Make sure it is the same currency as the source balanceYesEUR, USDT, POINTS
SourceID of the sender balanceYes
DestinationID of the recipient balanceYes
DescriptionNarration about the transactionYesdeposit from Stripe
Apply inflightInitiate transaction as inflightNo
Allow overdraftToggle on to process the transaction even if the source has insufficient fundsNo
Custom fieldsOptional metadata for your transactionNo"first_name": "Esme"
You can also use an indicator (instead of balance ID) if sending or receiving to a general ledger balance, e.g., @FundingPoolUSD

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