Configuring Transaction Group Templates

Administration > Financial Admin Section > Configuring Transaction Group Templates

In a multi property environment, you can create Transaction Group templates and copy them to properties. Use the Transaction Configuration Workspace to configure Transaction Group templates:

Under Financial, select Transaction Management and then select Transaction Groups.
Select New and complete the fields/check boxes described in the tables below.
Select Save. The Transaction Groups – Template list appears showing the new template and a list of any other templates.

Transaction Group Template Configuration Key Terms:

Field / Check Box	Description
Revenue	Defines the template as a Revenue group.
Payment	Defines the template as a Payment Group.
Wrapper	Defines the template as a Wrapper (package) Group.
Code	Identifies the Group (uses text and/or numbers).
Description	Provides an understandable description of the Group.
Sequence	Specifies the order in which the Group appears in a list.

Copying Transaction Group Templates to Properties

You can copy Transaction Group templates to properties using the Copy function:

Under Financial, select Transaction Management and then select Transaction Groups.
Select Copy.
On the Code Selection screen, enter the code for the Transaction Group you are copying.
On the Target Property screen, enter the target property name.
On the Review and Copy screen, complete the copy process.
The system creates a property record in the respective properties that’s ready for use.