Posting Transactions with Custom Fields

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 fields assigned to them.

In terms of transactions made without using transaction channels, only transfers currently support having custom fields assigned to them.

Custom fields are additional fields you can create in order to capture any additional information required for your business processes. For more information, see Custom Fields.

Managing custom field information

Entering information in custom fields

You may enter information in custom fields when posting transactions, provided you have the appropriate access rights for them. For more information, see Custom Fields - Rights section.

Editing custom field values

To edit values entered in custom fields, 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:

1. Open the account where you want to edit custom field values.
2. Go to the Transactions tab.
3. Seclect View on the transaction you want to edit.
4. Select Edit next to the custom field value you want to change.
5. Select Check Mark to save.

Custom fields for transfers

To make transfer custom fields, 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(s) will only be available on the source account transaction.

Transaction custom fields for custom views and filtering

Transaction custom fields can also be included as columns or filter constraints in:

• Transactions custom views
• Deposits collections
• Repayment collections

For more information, see Custom Views.