Masters Transaction Types Feature

Transactions relate to accounting and help track how money flows in your business. If you are not familiar with accounting practices, do not add or adjust anything. Most agencies do not need to make any changes here.

Changes made in the Transactions Types feature affect the accuracy of accounting in the system. If you have any questions or doubts, contact support before proceeding.

To Add Transaction Types

  1. Go to Administration > Masters > Transaction Types.

    Transaction Types

  2. Click the Add/Edit Transaction Type button.

    Transaction Types

  3. Complete the fields that display.

    Transaction Types

  4. 6. Click Add and then click Save.