Managing Transaction Assignments
You can assign transactions types and transactions to deposit accounts. You can remove assigned transactions, or inactivate assignments.
Assign transaction types to deposit accounts when you want to set up an account for a transaction type. An account that is associated to a transaction type enables authorized users to use the funds to pay fees on a permit or planning record for a specific transaction type (permit type), if the permit or planning record is for that transaction type and if the authorized user is an applicant or a contact who can pay.
Similarly, assign transactions to deposit accounts when you want to set up an account for a transaction. Assigning a transaction enables authorized users to use the funds in the account to pay for fees on a permit or planning record for a specific transaction, if the permit or planning record is for that transaction type and if the authorized user is an applicant or a contact who can pay.
You assign transaction types and transactions on the Deposit Accounts page, on the Transactions tab.
Assigning Transaction Types
-
Select
-
On the Deposit Accounts page, click Transactions in the left hand navigation.
-
Click the Assign Transaction Type button and select a transaction type from the list.
Assigning Transactions
-
Select
-
On the Deposit Accounts page, click Transactions in the left hand navigation.
-
Click the Assign Transaction button and select a transaction from the list.
Removing Assigned Transaction Types or Transactions
-
Select
-
On the Deposit Accounts page, click Transactions in the left hand navigation.
-
Click the row for the transaction and click Delete.
-
You will be prompted to confirm the permanent deletion.
Inactivating Assigned Transaction Types or Transactions
-
Select
-
On the Deposit Accounts page, click Transactions in the left hand navigation.
-
Change the Assign Status to Inactive.
-
Click Save.