Set up Transaction Types

 

Click on the "Allowances" tab and then select "Setup Transaction Types" from the menu options list.

 

 

The "Allowance Transaction Types" screen will appear.

 

 

To add a new Transaction Type, click on the "Add" button and enter a suitable code and description and the select the type from the drop down list in the right hand column. Each transaction type will either be a "Payment" or a "Receipt". Press the "down arrow" key on your keyboard followed by the "up arrow" key to save the record. If you wish to delete a Transaction Type, highlight the relevant line and then click the "Del" button. If you wish to change and existing code, highlight the relevant line and the click the "Rename" button. The "Rename Allowance Transaction Type" screen will appear.

 

 

The existing code will be displayed in the "Old Code" field. Fill in the "New Code" field with the relevant data and then click on "OK" to update the Allowance Transaction Type Code or "Close" to cancel

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Click the "Close" button to finish.

 

When you have created the required Transaction Types you can move on to actually Allocate transactions.