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Navigating to Financial Transaction Categories
CONFIGURATION > FINANCE APPLICATION > FINANCIAL TRANSACTIONS > SET UP 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.
Validations & Restrictions Table
| Action | Validations | Restrictions | Additional Information |
|---|---|---|---|
| General |
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| Create |
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| Edit |
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| Delete |
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Attributes Table
An * indicates a field is mandatory
Name | Description |
|---|---|
| Name* | The name of the Category |
| Code* | A code for the Category |
| Description | A description of the Category |
Parent | The 'parent' of the Category, unless if the Category is a 'root' |
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