How to Add Flow Transaction Codes

How to Add Flow Transaction Codes

Flow transaction codes help BillFin identify transactions and whether they should be treated as a deposit or withdrawal. If you have a connector and wish to sync in transactions to adjust fees, you must first setup the desired flow transaction codes. To obtain a list of codes, you can email support@billfin.com and request the list after providing your connector.

How to Add Flow Transaction Codes:


- Click “Add A Flow Transaction”


- Enter in the transaction code (identifier) and select whether it should be treated as a deposit or withdrawal.
      *note: The Description field is optional
- Click Save


- Repeat steps for each transaction code

Example: