Transaction groups are a way to categorize receivable transaction types. For example, adjustment, cash/check, credit card, etc. They are used with receivable transaction types to process payments.
Add a Transaction Group
- Click the Transaction Groups link from the Main Menu. The Transaction Groups screen opens.
- Click the Add button. The Add Transaction Group screen opens.
- Enter the necessary information:
- Description - Name of the transaction group.
- Status - Only active transaction groups are available for selection when setting up receivable transaction types.
- Code - Unique alphanumeric code.
- Click OK.
Change a Transaction Group
You can change the information for a transaction group after you have created it. When you change the information for a transaction group, it updates wherever the transaction group is used. If you don't want to update the already existing transaction group data, then you must add a new transaction group using the steps in Add a Transaction Group.
- Click the Transaction Groups link from the Main Menu. The Transaction Groups screen opens.
- Select the transaction group to edit.
- Right-click and select Edit. The Edit Transaction Group screen opens.
- Make the desired change.
- Click OK.
Inactivate a Transaction Method
If you no longer use a transaction group but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a transaction group inactive, it is no longer available for selection for receivable transaction types.
- Click the Transaction Groups link from the Main Menu. The Transaction Groups screen opens.
- Select the transaction group to make inactive.
- Right-click and select Edit. The Edit Transaction Group screen opens.
- Select Inactive from the Status drop-down.
- Click OK.
Delete a Transaction Group
If you no longer use a transaction group and don't want to keep a record of it, you can delete it. You cannot undo the delete process.
- Click the Transaction Groups link from the Main Menu. The Transaction Groups screen opens.
- Right-click on the transaction group to delete.
- Select Mark for Delete.
- Click the Save button.
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