Configuring Expense Arrangement Codes (Folio Grouping)
Expense folio groupings enable you to generate an expense folio with summarized transactions for up to 12 expense buckets. The folio is generated as a table with charges summarized per arrangement code per date.
Adding Expense Arrangement Codes
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From the Administration menu, select Financials, select Cashiering Management, and then select Expense Arrangement Codes.
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Click New and complete the following:
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Arrange Code: Select an arrangement code (bucket) from the list (1-12)
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Description: Enter a description to appear on the folio
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Manage Translation: Click link to configure localized descriptions. For more information, see Configuring Localized Code Descriptions. (Available when the Multi Language OPERA Control is active.).
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In the Available panel, search and select transaction codes and click to move codes to the selected panel.
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Click Save.
Editing Expense Arrangement Codes
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From the Administration menu, select Financials, select Cashiering Management, and then select Expense Arrangement Codes.
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Enter search criteria and click Search.
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Select the arrangement code, click the vertical ellipsis Actions menu, and select Edit.
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Update the configuration.
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Click Save.
Deleting Expense Arrangement Codes
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From the Administration menu, select Financials, select Cashiering Management, and then select Expense Arrangement Codes.
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Enter search criteria and click Search.
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Select the arrangement code, click the vertical ellipsis Actions menu, and select Delete.
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Click Delete to confirm.
Parent topic: Configuring Cashiering Components