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What are Financial Transactions  Categories?

Creating, Editing & Deleting Validations & Restrictions

Navigating to Financial Transaction Categories

What are Financial Transaction Categories?

Financial Transaction Categories allow you to classify Financial Transactions into generic groups based on common attributes. Financial Transaction Categories follow a hierarchical structure.

• Navigate to Financial Transaction Categories and explore existing records via the Summary page. Financial Transaction Categories follows a hierarchical structure, with 'parent' rows linked to multiple 'children' rows directly beneath them.
• Click on the link (Name or Number) of the record of your interest to open a modal window with the related details. Provide a name for the 'parent' to make that Category a 'child' or erase the parent name to make the Category a 'parent' itself.
• Either SAVE the changes or cancel (X) and go back to the Summary page. 
• Create a new Category (ADD) or delete an existing one (REMOVE)
• Use EXPAND ALL to view 'parent' and 'children' rows and COLLAPSE ALL to only view 'parent' rows.

Check the Validations & Restrictions Table below for a list of available Actions when working with Financial Transaction Categories, including each Action's related validations, restrictions and additional information.  View the Attributes Table for a comprehensive description of the Financial Transaction Categories' fields.

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validations validations

Validations & Restrictions Table

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attributes attributes

Attributes Table

An * indicates a field is mandatory.