Configuring Transaction Code Subgroups
Adding Transaction Code Subgroups
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From the Administration menu, select Financial, select Transaction Management, and then select Transaction Subgroups.
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Click the vertical ellipsis and then click New and complete the following fields:
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Code : Enter an alpha-numeric code.
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Description : Enter a description of the transaction code group.
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Transaction Group : Select a transaction group from the list.
You must link the subgroup to a transaction group. After you link to a group, the Type field value will display the group’s transaction code type: Revenue (Sales), Payment, or Wrapper.
- Optionally, enter a display sequence to determine or order of this subgroup when it appears in a list.
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Click Save.
Editing Transaction Code Subgroups
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From the Administration menu, select Financial, select Transaction Management, and then select Transaction Subgroups.
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Enter search criteria and click Search.
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In the search results, select the code and click the vertical ellipsis and select Edit.
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Make the desired changes.
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Click Save.
Deleting Transaction Code Subgroups
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From the Administration menu, select Financial, select Transaction Management, and then select Transaction Subgroups.
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Enter search criteria and click Search.
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In the search results, select the code and click the vertical ellipsis and select Delete.
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To confirm, click Delete.