How To Create a New Financial Transaction Type

In order to add a new financial transaction type, please follow the below steps:

User Menu à System Preferences à Finacial Setup à Financial Transaction Type à Add



Financial Transaction Setup

Name
Definition

 

One Time

 

By checking this, the transaction will be only used when necessary – not recurring. 

 

Ability to request

 

By checking this, you allow your employees to request this type of transaction.

 

Attachments are mandatory

 

By checking this, employees will be required to attach a file in order to be able to proceed with the request.

 

Mandatory notes

 

By checking this, employees will be required to add a note in order to be able to proceed with the request.

 

Tax Exempted

 

By checking this, the amount of this transaction type will be non-taxable