Creating a Transaction

Modified on Fri, 15 Sep 2023 at 03:55 PM

You can create a transaction through your portal or the API. 

Through the portal

1. Log in to your portal

2. Select Transactions > Add new

3. Fill in all the fields

  1. Transaction Type

    1. Fund Zūm Wallet - (FundingSource>>ZumWallet)

    2. Withdraw Zūm Wallet - (ZumWallet>>FundingSource)

    3. Accounts Payable - (FundingSource/ZumWallet>>User)

    4. Accounts Receivable - (User>>FundingSource/ZumWallet)

  2. Transaction method

    1. EFT

    2. Interac

    3. VisaDirect

    4. CreditCard

  3. From:

  4. To:

  5. Amount 

  6. Memo (optional; up to 15 characters)

  7. Comment (optional)

  8. Security Question and Answer (if sending funds through Interact)

4. Click Save


Through the API

You can review how to create a transaction by visiting our API documentation here.



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