Transaction Types

💡These articles explain Transaction Types (the templates for transactions) with their settings, statuses, categories, Copy Rules, Followers, links and output.

Articles#

• Copying Transactions (Copy Rules): Describes Copy Rules and the buttons, filters and fields of the Copy Rules tab of a Transaction Type.
• Copying Transactions (Copy Rules) Tutorials: Shows how to create and edit Copy Rules and set user access for Copy Rules.
• Followers: Shows how to add Followers to Transaction Types and transactions, select them for emailed documents and refresh them.
• Linking Transactions: Describes how copied transactions are linked into a flow at header and item level, the Links button, and linking to or unlinking from a From transaction.
• Transaction Categories Interface: Describes the buttons and fields of the Categories tab of a Transaction Type.
• Transaction Categories Tutorials: Shows how to create, edit and copy transaction categories on the Categories tab of a Transaction Type.
• Transaction Type Settings: Lists each setting on the Settings tab of a Transaction Type and the warnings for an incorrect mix of settings.
• Transaction Type Settings Tutorials: Shows how to add, edit and delete settings on the Settings tab of a Transaction Type.
• Transaction Type Statuses Interface: Describes the Statuses tab of a Transaction Type, its header and item status fields, and how to solve status errors.
• Transaction Type Statuses Tutorials: Shows how to create, edit, delete and reorder the header and item statuses of a Transaction Type.
• Transaction Type Tutorials: Shows how to create, edit, copy and delete Transaction Types, complete each tab and set numbering sequences.
• Transaction Types Edit View: Describes the buttons, header fields and tabs of the Transaction Types edit view.
• Transaction Types List View: Describes the buttons and fields of the list view that shows every Transaction Type.
• Transaction Types Output Tab: Describes the buttons and fields of the Output Templates tab, which links forms and reports to a Transaction Type.