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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

Mandatory Configuration

The following modules must be configured in order to use Financial Transactions:

Module Name	Manual	Description
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

Related Configuration

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
VAT Rates	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

Optional Configuration

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
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.

Related Areas

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Configuring Rejection Reasons
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Configuring Financial Transaction Types
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Configuring Payment Methods
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Understanding the Allocation Principles
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Handling Invoice Due Dates
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Paying an invoice using Quick Pay
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Configuring Financial Transaction Categories
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Managing Financial Transactions
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Configuring Financial Transactions Definitions
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Creating and Sending Invoice Cancellation Details Printout
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Creating and Sending Invoice Details Printout
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Creating and Sending Credit Note Details Printout
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Understanding Financial Transactions
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R9 - Cancelling Invoices

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