Transaction Types

Transaction types are used to classify individual transaction codes into parent groups. To add or edit a transaction type, navigate to Setup → Property Hub Configuration → Property Settings - Transaction Types.

Add a new transaction type

  1. Select one of the two statuses:

    1. Active if the transaction code is in use.

    2. Inactive if the transaction code is no longer in use. 

  2. Populate necessary fields:

    1. Code

    2. Description

    3. Commodity Code

  3. Click Save to save settings and return to Transaction Types page.

Edit a transaction type

  1. Click the pencil icon to edit transaction type details. 

  2. Click Update to save your changes.

Filter or sort the order the transaction types display

Click Filter to view and select more options to display:

  1. Active

  2. Inactive

  3. All

 

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