In Administration > Manage Payable > Manage Payable Transaction Types you can add Payable Transaction Types.

 

To import a new payable transaction type, complete the appropriate fields on the #CPYTP# Payable Txn Types sheet in the Import Categories template.

 

Code and Name

•The transaction type code is user-defined and can be any combination of alpha and numeric characters, including spaces, up to 60 characters.

•You can edit an existing payable transaction name and rollup.

•You can delete payable transaction type codes/names that have no data entered for them in any dataset.

•The transaction type code and name display in reports.

 

Rollup

•Select the appropriate code from the drop-down list.

---

Notes:

•The system is pre-populated with payable transaction types.

•Do not delete the BBAL and PRV codes.

---