Adding transactions

Add a transaction

To add a single transaction, select Add Single Transaction. From the Account Title 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 NBID network, with funds flowing from your institution into the network.
• A Debit represents a withdrawal, with funds flowing from the NBID network back to your institution.

After selecting the transaction type, complete all required data fields and click Submit. Review the transaction summary and click Submit again to confirm. A new Pending transaction will appear in the Transactions tab, confirming that the submission has been received and is being processed.

Upload a batch file

To submit multiple transaction requests at once, select Add Multiple Transaction Requests. 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 Transaction Requests pop-up window. Once the CSV file has been completed and uploaded, click Submit. The NBID team will follow up via email to confirm the bulk submission.