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If you want to create a Transaction, follow these steps:
1
From the Transactions page, click the New Transaction button.
2
The New Transaction modal will open. Select the type of transaction you want to create:
  • Simple 1:1 - Transactions using one source and one destination
  • Complex n:n - Transactions using more than one source or destination
3
After selecting the transaction type, the New Transaction page opens with a step-by-step form:
1

Transaction Data

Fill in the basic transaction information:
  • (Optional) Add a Description for the transaction
  • (Optional) Specify an Accounting route group for classification
  • Enter the Value (amount) to be transferred
  • Select the Asset that will be used in the transaction
2
Click Next to proceed to the accounts selection step.
3

Source and Destination

Specify the accounts involved:
  • Search for the source account by alias and select it
  • Search for the destination account by alias and select it
  • For complex transactions, you can add multiple sources and/or destinations
You must use the account alias to perform transactions. Make sure you save it when you create your account.If you forget your alias, you can find it by editing account information.
4
Click Next to proceed to the operations step.
5

Operations

Review and adjust the operation details:
  • For simple transactions (1:1), the amounts are automatically filled
  • For complex transactions (n:n), specify the amount for each source (debit) and destination (credit)
  • Expand each operation to add optional descriptions and metadata
For complex transactions, the sum of all source amounts must equal the sum of all destination amounts.
4
When all the information is correct, click the Go to Review button.
5
A review page will be displayed showing a summary of all the transaction information:
  • Transaction value and asset
  • Source and destination accounts
  • Individual debit and credit operations
  • Metadata records (if any)
6
Review the information carefully. If everything is correct:
  • Click Send Transaction to submit and view the transaction details
  • Click Send and Create another to submit and immediately start a new transaction
7
Upon success, you will be redirected to the transaction details page showing the transaction summary, data, and status.

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Transaction Types explained

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Simple Transaction (1:1)

Use for straightforward transfers between two accounts:
  • One source account (debit)
  • One destination account (credit)
  • Same amount debited and credited
Example: Transfer $100 from Customer A to Merchant B.

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Complex Transaction (n:n)

Use for transactions involving multiple parties:
  • Multiple source accounts (debits) and/or multiple destination accounts (credits)
  • Amounts can be distributed across accounts
  • Total debits must equal total credits
Examples:
  • Payment with fees:
    • Customer pays $103
    • Merchant receives $100
    • Fee account receives $3
  • Consolidated payment: Multiple customers fund a single vendor payment