By using Payable Settings, you can assign Transaction Types to a Custom Tab for the Payable Summary option. You use the Payable Summary option in My Datasets > More to assign transaction types. You can assign transaction types to limit the number of transaction types available in the Custom Tab.

 

To view the Payable Settings option in the More drop-down list, you will import the system parameter, SHOW_PAYABLE_SETTINGS, to activate it.

 

To activate the Payable Settings system parameter:

1.In the Categories import spreadsheet, select the #XXX worksheet.

2.Type SHOW_PAYABLE_SETTINGS for parameter and then 1 for the parameter value.

3.In Administration, select Import Categories.

 

To assign a Transaction Type to a Custom Tab:

1.Select My Datasets and then More.

2.Click Payable Settings.

3.Select a Transaction Type from the drop-down list.

4.Select a Custom Tab from the drop-down list.

5.Click Save.

Payable Settings