Add transactions

Transactions can be added individually or in bulk through the Admin Portal. To begin, click the Manage Program button and select either Add Single Transaction Request or Add Multiple Transactions Request from the dropdown menu.

Adding a Single Transaction

To add a single transaction, select Add Single Transaction Request. From the Account ID dropdown menu, choose the account for which you would like to submit the transaction. Next, select the Transaction Type.

A Credit represents a deposit made to the ModernFi network, with funds flowing from your institution into the network.

A Debit represents a withdrawal, with funds flowing from the ModernFi network back to your institution.

After selecting the transaction type, complete all required data fields and click Submit. A new Pending Request will appear in the Requests table, confirming that the submission has been received and is being processed.

Adding Multiple Transactions (Bulk Upload)

To submit multiple transaction requests at once, select Add Multiple Transactions Request. You will be prompted to upload a CSV file containing the transaction data for all new transactions being recorded. The file format must match the Template for Transaction Batch File, which can be accessed by clicking the link in the “Add Multiple Transactions Request” pop-up window.

Once the CSV file has been completed and uploaded, click Submit. A new Pending Request will appear in the Requests table, confirming the bulk submission and its processing status.