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Documentation Index

Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt

Use this file to discover all available pages before exploring further.

The Accounting section is where you define the rules that every transaction must follow before it touches the ledger. You do this through Accounting Routes. An Accounting Route is a named, reusable rule for one kind of transaction (for example, Pix transfer, card purchase, or fee charge) that answers three operator questions:
  • Which accounts are allowed on the source side?
  • Which accounts are allowed on the destination side?
  • Which debit and credit entries should be posted when the transaction runs?
Example. A Pix transfer route can require the source to be a customer account and the destination to be a merchant account, then post a direct debit-and-credit entry between them. When someone creates a Pix transaction in Midaz, the route is what validates the accounts and writes the entries. Set Accounting Routes up after you have the main accounts and account types in place — routes are easier to model when you already know which accounts represent customers, treasury, fees, settlement, and revenue.

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Available pages

Manage Accounting Routes

Configure transaction routes with operation rules and accounting scenarios in a unified wizard.