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 |
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