Setting Up Transaction Categories

Transaction categories are the second level of categorization that you can select when you define your business license, permit, and planning application types.

If desired, you can set up categories for the different types of business licenses, permits, and planning applications. This setup is not required.

Adding Transaction Categories

1. Select Common Setup > Transaction Category.

2. On the Transaction Category page, click Add to add a new transaction category.

3. On the Transaction Category Details page, enter a values for the transaction category.

   Page Element	Description
   Category	Enter a category name for the transaction type.
   Description	Enter a description of the category.
   Applicable Classification	Select an offering from these options: Business Licenses Permits Planning and Zoning

4. Verify that the Enabled switch is turned on. The option is active by default for a new category.

5. Click Save.

Modifying Transaction Categories

1. Select Common Setup > Transaction Category.

2. On the Transaction Category page, select the row for the category that you want to modify.

3. On the Transaction Category Details page you can:

   • Edit the description. You cannot change the category name.

   • Select an Applicable Classification.

   • Click the Enabled switch to enable or disable the transaction category.

4. Click Save to save any changes.

Deleting Transaction Categories

1. Select Common Setup > Transaction Category.

2. On the Transaction Category page, select the row for the category that you want to delete.

3. If you want to delete the category, click the Delete button.

4. If you want to delete multiple categories, you can delete them from the grid on the Transaction Category page:

   1. Click the Edit icon.

   2. Select the check boxes for the transaction category rows to delete.

   3. Click the Delete icon.