Manage Transaction Types
In Student Management, transaction types are used to associate a transaction to a fee. For example, if you want to associate enrollment transactions to a fee, then create a transaction type called Enrollment Fee.
You can use these seeded transaction types, or as a reference to create your own:.
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HES Class Enrollment
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HES Fee Adjustment
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HES General Fee
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HES Miscellaneous
To create a transaction type:
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Sign in as FINUser.
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In the Setup and Maintenance work area, go to the Manage Transaction Types task:
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Offering: Financials
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Functional Area: Customer Billing
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Click Create.
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Fill out these fields with values that are appropriate for your institution.
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Transaction Type Set. This refers to a reference data set.
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Name
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Description
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Transaction Class
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Transaction Status
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From Date
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Creation Sign
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Print Option
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Click Save and Close.
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Repeat steps 3-4 to create other transaction types.