Posting Transactions with Custom Fields
- 26 Jun 2023
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Posting Transactions with Custom Fields
- Updated On 26 Jun 2023
- 1 Minute To Read
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Article summary
Mambu transactions fall into two categories: those through transaction channels and those without. Custom field values can be assigned to transactions through channels, while only transfers support custom fields for transactions without channels. Custom fields capture extra information for business processes. Users with appropriate access can manage, enter, and edit custom field values. Transfers between accounts result in two logged transactions, with custom field values available only on the source account. Custom field definitions can be used for custom views and filtering in transactions, deposits, and repayments.
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There are two categories of transactions in Mambu:
- Transactions made through transaction channels
- Transactions made without using transaction channels
For more information on what transaction channels are and which transactions are posted through them, see Transaction Channels.
All transactions made through transaction channels can have custom field values assigned to them.
For transactions made without using transaction channels, only transfers support having custom field values assigned to them.
Custom fields are additional fields you can create to capture any additional information required for your business processes. For more information, see Custom Fields.
Managing custom field values
Entering information in custom field definitions
You may enter custom field values when posting transactions, provided you have the appropriate access rights for the custom field definitions. For more information, see Custom Fields - Rights section.
Editing custom field values
To edit custom field values, you must have the Edit Loan Transactions (EDIT_LOAN_TRANSACTIONS) and Edit Deposit Transactions (EDIT_SAVINGS_TRANSACTIONS) permissions. Mambu will log activities for any changes made on existing transactions.
To edit custom field values on an account:
- Open the account where you want to edit custom field values.
- Go to the Transactions tab.
- Select View on the transaction you want to edit.
- Select Edit next to the custom field value you want to change.
- Select Check Mark to save.
Custom field definitions for transfers
To make transfer custom field definitions, under Administration > Fields, select Transaction by Type. For more information, see Custom Fields.
When a transfer is made from a source account to a target account, two transactions will be logged, one in the source account and one in the target account. However, the transfer custom field values will only be available on the source account transaction.
Transaction custom field definitions for custom views and filtering
Transaction custom field definitions can also be included as columns or filter constraints in:
- Transactions custom views
- Deposits collections
- Repayment collections
For more information, see Custom Views.
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