Configuring Transaction Code Groups

Transaction groups are required for defining the transaction code type for transaction codes linked to the group via a subgroup. You can define tax generates at the group level per property; all transaction codes linked to the group will inherit the generates in the group.

Adding Transaction Code Groups

1. From the Administration menu, select Financial, select Transaction Management, and then select Transaction Groups.

   Note:

   With an active multi-property subscription, new Transaction Groups can only be created by clicking the Template tab. Once created, you can copy the configuration to specific properties using the Copy action. For more information, see Copying Configuration Codes to Multiple Properties.

2. Click the vertical ellipsis and then click New and complete the following fields:

   1. Revenue. Defines the group as Sales (revenue and non-revenue) Charges.

   2. Payment. Defines the group as Payment.

   3. Wrapper. Defines the group as Wrapper (package). Only 1 group is required.

   4. Code : Enter an alpha-numeric code.

   5. Description : Enter a description of the transaction code group.

   6. Optionally enter a display sequence for the code when displayed as a list.

   Click Save.

Editing Transaction Code Groups

1. From the Administration menu, select Financial, select Transaction Management, and then select Transaction Groups.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis and select Edit.

4. Make the desired changes.

5. Click Save.

Deleting Transaction Code Groups

1. From the Administration menu, select Financial, select Transaction Management, and then select Transaction Groups.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis and select Delete.

4. To confirm, click Delete.