[Eng] Transaction Group Code

Screen Name

Transaction Group Code

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Log in – Appications - PMS Configuration – Master Data – Organization – Transaction Group Code

Summary

The screen allows you to manage the list of transaction groups

Screen

Fields Description

List of transaction group

• Code: Code of the group transaction

• Name: Name of the group transaction

• Description: Description of the group transaction

• Category: Category of the group transaction

• Action:

  • Edit: Edit the information about a group transaction

    

  • Delete: Delete a group of transaction

    

Add a new group

You can add manually a new group or import from an Excel file.

Select “Add” and fill in the following information:

• 

  Code: Code of the group transaction

• Name: Name of the group transaction

• Description: Description of the group transaction

• Category: Category of the group transaction

  • Payment: Payment transaction

  • Paid out: Paid out transaction

  • Revenue: Revenue transaction

  • Non Revenue: Non Revenue transaction

  • Wrapper: transaction having code from 1 to 9999

Import: Import the list of transactions from Excel file

1. Step 1: Select “Template” to download the template of excel file

2. Step 2: Enter the list of transactions in the Excel file

3. Step 3: Save the file

4. Step 4: Select “Import” and select the Excel file to import

Remarks

N/A