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Posting Transactions with Custom Fields

Last Updated: May 10, 2016 12:18PM CEST

Transactions can have custom fields assigned to them. Mambu allows any type of field to be added for transactions, make them required so transactions can’t be posted without them, give them visibility and edit rights for the users.

Custom fields are available for Disbursement, Repayment, Deposit, Withdrawal and Pay Off transactions. They can also be included as columns or filter constraints in Transactions Custom Views or Deposits and Repayments Collections.

Posting Transactions
When posting transactions, the sets and their fields will be displayed according to the selected channel and users can add values for them, according to their visibility rights.
When the transactions is posted, a validation will be made for the required fields, unique values or pattern format validation.



Users with “Edit Loan/Deposit Transaction” permissions can edit the custom field values, add new or delete existing ones. Mambu will log activities for any changes made on existing transactions.


To edit custom field values on an account:
1. Go to Transactions tab
2. Click View on the transaction you want to edit
3. Only items under Transaction Details are editable
4. Click on "Edit" icon and hit "Save" when finished.


 
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