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The Collection Element users eleven Internal Transaction Types. For every Transaction Type, one ore more Transaction Type Codes must be created.

More than one Transaction Type Code for the same Internal Transaction Type can be created. For example, an administrator can create various codes to indicate how funds were received for a payment (e.g. cash, certified funds, from account). Alternatively, different codes could be used for a category, such as New Cost, for each type of cost (e.g. legal fees, courier charges, etc.).

From System Management, select Collection > Transaction Codes from the Recovery Settings group on the Configure tab. A list of Transaction Codes currently configured in Elements is displayed.

On this page administrators can create, edit or delete a Transaction Type Code.

Creating a Transaction Type Code

To create a new Transaction Type Code, click New. The Transaction Type Code settings page appears.

Create the code using the fields defined below.

Field	Description
Code	Enter a unique code for the Transaction Type. Any alphanumeric string with a maximum of ten characters can be used.
Description	Enter a unique description of the Transaction Type Code.
Transaction Type	From the drop-down, select the desired Internal Transaction Type to be used with this code.
Active	Ensure the Active check box is selected to activate the code in the system.

When all information is entered, click Save. Click Cancel to disregard the new code.       

Editing a Transaction Type Code

To edit an existing Transaction Type Code, click the hyperlink of the desired code.

Change any of the values except the Code. This field cannot be edited.

When finished, click Save. Click Cancel to disregard any changes.

Deleting a Transaction Type Code

To delete a Transaction Type Code, click the Delete check box next to the desired code and click Delete. A prompt appears to confirm the deletion. Click OK to proceed with the deletion. Click Cancel to disregard the deletion.

Internal Transaction Types

 

 

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