Any transaction that you want to create needs to have a specific Creating a Transaction Type. After you have added your Transaction Types, you can choose them for creating a new Transaction
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Field | Description |
Sender/ Account | The Advertiser, Partner or Entity which is sending the money. This is determined by the Transaction Type you have chosen. A list of credit accounts is shown from which the money should be send. |
Receiver/ Account | The Advertiser, Partner or Entity which is receiving the money. |
Position | The position block is used for calculating the the total amount to be transferred. The calculation is based on the quantity (1,2,3,4…..) and the pricing per unit |
Tax | Related to the chosen Sender and Receiver, a list of supported tax rates is shown. This is usually containing the VAT tax rate which needs to be applied |
Performance period | Any transaction is related to an specific performance period. |
Execution date | You can control the execution date of a transaction. Usually immediately, you can also choose a different future date. The transaction will stay in Status “Open” until the execution date is achieved. “Immediately” means, the transaction will automatically be executed (status approved/ confirmed) |
Additional fields | Based on the Transaction Type, a list of additional fields is shown that you need to fill. |
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