Back to Financial Transactions Main Page
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Find out what configurations should be performed before the CRM.COM Financial Transactions module is used |
Learn how to set up your Financial Transactions related business processes and rules through our extensive Module Configuration features.
Mandatory Configuration Links to manuals of Financial Transactions configuration modules that are required to be configured for the module to work correctly
Related Configuration Links to manuals of configuration modules other than Financial Transactions that offer additional functionality or are required for the module to work correctly
Optional Configuration Links to manuals of Financial Transactions configuration modules that offer additional functionality but are not required for the module to work correctly
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The following modules must be configured in order to use Financial Transactions:
| Module Name | Manual | Description |
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Business Definition | Configuring Financial Transaction Definitions | Define the business rules that control the Accounts Receivable Life Cycle and without which a Financial Transaction cannot be created |
| Types | Configuring Financial Transaction Types | Define the types of Financial Transactions required in the system |
| Payment Methods | Configuring Payment Methods | Used when creating or modifying a payment |
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The following modules are related to but are not a part of, Financial Transactions. Such entities either:
- Must be configured accordingly in order to be able to start using Financial Transactions module (Configuration Type = Mandatory)
OR - May be configured to use Financial Transactions module at its full capacity (Configuration Type = Optional)
| Module Name | Manual | Description | Configuration Type |
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| VAT RatesConfiguring | Setting up VAT Rates | Define the VAT rates that will available for use when creating Invoices or Credit notes | Mandatory |
| Customer Events Definitions | Configuring Customer Events Definition | Define the type of Financial Transaction that will automatically create Customer events of Type Purchase | Optional |
| Accounts Receivable Definitions | Configuring Accounts Receivable Definitions | Define the allocation principle | Optional |
| Wallets Definition | Configuring Wallet Definitions | Define which type of Financial Transaction will generate a Wallet Transaction and what type of Wallet Transaction will be created | Optional |
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The following entities are available and can be configured under Financial Transactions. A working CRM.COM model can exist without them being configured.
| Module Name | Manual | Description |
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| Rejection Reasons | Configuring Rejection Reasons | Used when rejecting a Financial Transaction |
| Categories | Configuring Financial Transaction Categories | Used to put Financial Transactions into categories when creating or modifying them. |
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