How To Create a New Financial Transaction Type

In order to add a new financial transaction type, please follow the below steps:

 

User Menu -> System Preferences -> Finacial Setup -> Financial Transaction Type -> Add

Financial Transaction Setup

 

Name	Definition
One Time	By checking this, the transaction will be only used when necessary – not recurring.
Ability to request	By checking this, you allow your employees to request this type of transaction.
Attachments are mandatory	By checking this, employees will be required to attach a file in order to be able to proceed with the request.
Mandatory notes	By checking this, employees will be required to add a note in order to be able to proceed with the request.
Tax Exempted	By checking this, the amount of this transaction type will be non-taxable