Transaction Types

The feature is available to Users with Manager Role and any User with a PLUS license.

Transaction Types are used to categorize Codes. It helps group Codes into groups such as Payments, Logs, Time, etc

The system comes with a default set of Transaction Types.
L is for Logs. Use this to mark all Transaction Codes that indicate service of a non-payment nature.
P is for Payments. Use this to mark all Payment Codes that indicate a monetary transaction with participants.
PR is for Program Time. Use this to mark the Programs.
T is for Time. Use this to mark codes used by Case Managers to mark their time in the system. This is typically used to classify the Transaction Logs that are specific to Case Managers tracking time.
X is for Transaction Type Not Assigned. Use this to mark codes temporarily, as required.

Code : is the alphanumeric code that identifies the transaction type e.g. L, P, T, X, or L1, P1.

Login with your credentials.
Click the Admin menu option.
Click the Transaction Type menu option.
Click the Add button on the Transaction Types screen.
Enter Code: A text value; could be alphanumeric.
Enter Description: A text description of the transaction type code and its purpose.
Select Status: as Active or Inactive.
Click Save