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- From Navigation Menu
- Double Click on "Administration"
- Double Click on "Transaction Types"
Assigning Transaction Types
- Find The transaction Type
- Click on It
- If you leave the Available Accounts to be blank. This means that all GL Accounts can be used for that transaction.
- To assign a GL Account or a number of GL accounts to a transaction type
- Click on "Insert"
- Type part of the gl account or description and press "enter"
- Find the account
- Highlight it and Double click or Click on "OK" to accept
- Repeat the steps for all the gl accounts you wish to assign to this transaction type
- Click on "Save"
Assigning Tenders to Transaction Types
Tenders are normally only used as a form of a payment/deposit or account sale.
- Sill in Transaction Types and on the transaction type
- Click on "Available Tenders"
- If you leave these blank then all tenders will be able to be used for this transaction
- If you wish to limit what tenders are used on what transaction type
- Click on "Insert"
- Highlight a Tender
- Double click or Click On "OK" to accept
- Repeat steps 5 - 7 for each tender to wish to assign
- Once completed
- Click on "Save"
Assigning Tax Codes to Transaction Types
- Sill in Transaction Types and on the transaction type
- Click on "Available Tax Codes"
- If you leave these blank then all tax codes become available at time of entering a transaction.
- If you wish to limit what tax codes are available on what transaction type
- Click on "Insert"
- Highlight a Tax code
- Double click or Click On "OK" to accept
- Repeat steps 5 - 7 for each tax code to wish to see on that transaction type
- Once completed
- Click on "Save"