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Creating the first Transaction

If you have not created any Transactions, you can create one by following these steps:

  1. From the Transactions page, click one of the New Transaction buttons (Figure 1).
Figure 1. Buttons used to create the first transaction.

Figure 1. Buttons used to create the first transaction.


  1. The New Transaction modal will open. Then, select the type of transaction you want to create (Figure 2).

Figure 2. Transaction type selection modal.


  1. After selecting the type of transaction, the New Transaction page will open based on the selected type (Simple 1:1 – Figure 3 or Complex n:n – Figure 4).

Figure 3. 1:1 Transaction Details Page.

Figure 4. N:n Transaction Details Page.

  1. Inside of the transaction details page, fill in the fields of the Transaction you want to create (Step 1).
    1. [optional] Add a description for the transaction and the accounting routing group (Chart of Accounts).
    2. Add a value and select the Asset that will be used in the transaction.
  2. Specify the alias of the source account and click the plus sign ( ) (Step 2).
  3. Specify the alias of the destination account and click the plus sign ( ) (Step 2).
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Account Alias

You must use the account alias to perform transactions. Make sure you save it when you create your account.

If you forget your alias, no worries — you can find it by editing account information.


  1. Once you specify the accounts, the information about the Operations will be automatically filled (Step 3).
  2. If you want to add more information, select the arrow next to the Operation to expand the details (Figure 5).
Figure 2. The arrows used to expand the details of the operations.

Figure 5. The arrows used to expand the details of the operations.


  1. When all the information is correct, click the Go to Review button at the bottom of the screen (Figure 6).
Figure 3. Button to review the transaction information.

Figure 6. Button to review the transaction information.


  1. A page will be displayed with all the information you have just entered so that you can verify if everything is correct.
  2. If everything is correct, click the Send Transaction button. To send and immediately create another transaction, click the Send and Create another button (Figure 7).
Figure 4. Button to create the transaction.

Figure 7. Button to send the transaction.


  1. A result page will be displayed showing the transaction summary, data, and status (Figure 8).

Figure 8. The transaction summary, data and status.

  1. The new transaction will be listed in the Transactions page.
    1. You can also check the status of the transaction in the Status column.

Updated 30 days ago