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Use the Midaz Module to view, create, and monitor Transactions in a visual interface. The Transactions page shows every financial movement in your Ledger. You can track balances, review operations, and create transactions without writing code.
See the Transactions reference documentation for transaction structures, double-entry accounting, N:N transactions, and API integration.

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Accessing the Transactions page

Select the Transactions option in the left-side menu to open the Transactions page. The Transactions page shows a table of all Transactions in your Ledger.
If your Ledger has no Transactions, the list is empty and shows a prompt to create your first transaction.

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Available actions

From the Transactions page, you can:

Create a Transaction

Record a new asset movement between accounts

Check Transaction details

See complete transaction information and operations

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Transaction status

Transactions in Midaz have the following statuses:
  • CREATED - The initial state of a transaction
  • PENDING - A two-step transaction holding funds, awaiting commit or cancel
  • APPROVED - Midaz posted the transaction
  • CANCELED - Midaz canceled the transaction
  • NOTED - An annotation-only transaction with no balance changes. Its operations remain with all balance fields zeroed
After Midaz approves a transaction, you cannot edit its operations or amounts, and you cannot delete it. To reverse it, create a reversal transaction. This protects the integrity of your financial records.

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Common use cases

A basic transaction moving funds from one account to another:
  • Source: Customer checking account (debit $100)
  • Destination: Merchant account (credit $100)
  • Single source, single destination, equal amounts
A transaction that splits funds between multiple destinations:
  • Source: Customer account (debit $103)
  • Destinations:
    • Merchant account (credit $100)
    • Fee collection account (credit $3)
  • Single source, multiple destinations
Multiple sources funding a single destination:
  • Sources:
    • Primary account (debit $500)
    • Secondary account (debit $300)
  • Destination: Vendor account (credit $800)
  • Multiple sources, single destination
Multiple sources and destinations in a single transaction:
  • Sources:
    • Customer A (debit $200)
    • Customer B (debit $300)
  • Destinations:
    • Vendor account (credit $450)
    • Tax account (credit $50)
  • Multiple sources, multiple destinations

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Best practices

1

Write clear transaction descriptions

Include a clear description of the purpose of each transaction.
2

Verify account balances before transacting

Make sure the source account has enough balance before you create a transaction. This avoids rejections.
3

Use metadata for integration context

Store external reference IDs, order numbers, or other system identifiers in the transaction metadata for traceability.
4

Group related operations logically

When possible, combine related transfers into one transaction instead of several separate transactions.
5

Review transactions before confirming

Double-check the source accounts, destination accounts, and amounts before you submit. You cannot edit a transaction after you create it.

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Accounting Routes integration

Midaz can validate Transactions against Accounting Routes before it processes them. Accounting Routes define which accounts can transact with each other.