Creating a new transaction in Basefund is straightforward using our secure transaction management platform:
How to Create a Transaction
Access the Transaction Creation Tool
From the Secure Transactions Dashboard or the My Transactions view, select the "Add Transaction" button
Choose Your Transaction Type
Select one of the following transaction types:
One-Time
Ongoing
Transfer
Closing
Complete the Required Fields
For One-Time, Ongoing, and Transfer transactions:
Fill in all required information
In the "On Behalf Of" field, select the appropriate organization from the dropdown menu
Note: Organizations must be added through Contact Management before they appear in this dropdown
For Closing transactions:
Complete all standard fields
Additionally, fill in the "Closing Details" field with relevant information such as:
Wire fraud advisory statements
Specific closing instructions
Any other pertinent details
Submit Your Transaction
Review all information for accuracy
Click the "Submit" button to finalize your transaction
Important Notes
Organizations must be entered through Contact Management before they can be selected in transactions
The system will validate all required fields before allowing submission