Transaction Types List View

The Transaction Types list view lists all the created Transaction Types and their key information. Open a Transaction Type to set it up in the Transaction Types Edit View, which also lists the setup steps.

Buttons Explained

Button	Description
View	Generates a list of Transaction Types.
Arrow on View (button) > Reset Data Filter	Resets the search criteria.
New	Creates a new Transaction Type.
Actions	Batch Update: Shows checkboxes and an update bar. You need the Batch Updates user setting. Each change is recorded in the Changelog. Close-off Date: Select a date (or leave it empty to clear it), check the Transaction Types and click Update (button). A Transaction Type without the Close-off Date setting gets it added first. Update all Transaction Number (Trans No) Sequences: Sets transaction number sequences for all the selected records.
Menu	Show Notes Settings Edit Accounting (Accounts, VAT Types, Currencies, Credit Terms, Bank Profiles) Layout

Fields Explained

Field	Description
Field Chooser (*)	Add or remove columns.
ID	The system-generated number for the Transaction Type.
Code	The brief description for the Transaction Type.
Description	The Transaction Type’s description.
Entity	A list of entities the Transaction Type may be used for.
Company	Whether the Transaction Type applies to customers, suppliers or neither.
Dates	Whether due dates and required dates are enabled.
Ver No.	A checkbox. If checked, indicates that multiple versions with the same number are allowed (e.g. Quotations with minor variations). This setting cannot be changed once the Transaction Type contains an entry.
Accounting	A checkbox. If checked, indicates that the transaction is posted to the ledger.
Close-off Date	The Transaction Type’s Accounting > Close-off Date (read-only). Transactions dated on or before it are closed off. Set it in the Transaction Type settings, or for several types with Actions > Batch Update.
Proposals	A checkbox. Checked if proposals are used.
Pricing	The pricing option selected for the Transaction Type. The options are: None Cost Price Sell Price Sell Price (Any Currency) Stock Price Supplier Price Accounting
VAT Type	The VAT Type selected for the Transaction Type.
Estimating	The estimating option selected for the Transaction Type. The options are: None Quotations Production
Resolve	The resolve options selected for the Transaction Type.
Followers	A list of all the Follower types chosen for the Transaction Type, or N/A.
Staff	Shows the Staff setting. The options are: None All Rep Assign To
Created	The date on which the entry was created.
Updated	The date on which the entry was updated.
Updated By	The user who updated the entry.
	A submenu, which can also be accessed by right-clicking the entry, with the following functions: Copy: Copies the Transaction Type to create a new Transaction Type. The copy opens with Edit enabled, on the Settings tab. Edit: Edits the Transaction Type. Delete Ctrl + Delete: Deletes the Transaction Type as long as it has no entries. Edit User Access: Sets the User Access for the Transaction Type.

Transaction Types List View

Buttons Explained#

Fields Explained#

Buttons Explained

Fields Explained