The Pismo Console enables you to view and create processing codes and transaction types on the Pismo platform. The platform uses mappings between processing codes and their corresponding transaction types to create financial transactions. For more information, see Processing codes and transaction types and Payments configurations.

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Access profile

In your access profile, you must have Owner access to see the Financial Setup menu.

List processing codes and transaction types

1. In the sidebar, click Financial setup.

A list of current processing codes displays.

2. To display transaction types, click the Transaction types tab.

Create a processing code and transaction type

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Differences from using API endpoints

When using the Console, you can create a single transaction type only together with a single processing code. However, when creating a processing code using the API endpoints, you can map a processing code to multiple transaction types.

In addition, when creating a new transaction type, the Console automatically creates a corresponding transaction type for undoing the operation. However, when using the API endpoints the undo transaction type is not auto-created — you must create it separately.

1. In the sidebar, click Financial setup.
2. Click the Create processing code button.

3. On the Create Processing Code screen, select the type of balance impact for the transaction (Debit, Credit, or Zero balance).

4. Enter details about the processing code in the appropriate fields.
5. Click Next.
6. Enter details about the transaction type in the appropriate fields.

7. (Optional) To set the transaction to display on customer financial statements, click the Visible on statement check box.
8. Click Next.
9. Verify that the values you entered are correct. If they aren't, click the Back button and then modify them as needed.

10. Click Finish.