---
title: "Creating a Transaction"
canonical: "https://docs.rubiconwater.com/space/TDNC/2021228556/Creating%20a%20Transaction"
format: markdown
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> Macro (toc)

You can create and manage any transaction in the Transactions module, but some custom transaction types may have a separate module in which they are created.

**Step 1**

In the Transactions module click **Add** to create a new transaction.

**Step 2**

Complete the following details:

| **Property** | **Description** |
| --- | --- |
| Reference Number | Unique alphanumeric code up to 20 chars in length. Usually represents a reference to the transaction in an external tool. |
| Seller | Property from which the transferred quantity will come. |
| Seller attribute | Name of the attribute where the quantity to transfer is held.<br>This (and buyer attribute) are not shown if there is only one attribute type relation |
| Buyer | Property to which the transferred quantity will be given |
| Buyer attribute | Buyer attribute that will be credited with the transferred amount |
| Transfer quantity | Amount to transfer from the seller. This will usually be limited by the amount held by the seller, but you can set up an alternative limit. See <u>[Setting Limits on Transfers](https://rubiconwater.atlassian.net/wiki/spaces/TDNC/pages/2021556225)</u>. |
| Effective from | Date from which the transfer is effective - defaults to tomorrow. Transactions are not processed until they are on the current day. |
| Effective to | Date that the transfer is effective to - the system will reverse transaction on the to date. Don't use this field if transfer is permanent or if the end date is not known |
| Transfer reason | Reason for the transfer (selected from the reasons available) |
| Date authorised | Defaults to today |

**Step 3**

Click **Save** to save your changes.

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