Transaction Type Groups Fields
This section describes the fields and actions on the Transaction Type Groups workspace.
Remarks Card
| Field | Description |
|---|---|
| Remarks 1-10 | Enter any remarks regarding the transaction type group. These are free-text fields. |
| Access Level | In this field, you can specify the description and name of the access level to be assigned to the transaction type group. |
Transaction Type Group Lines Card
| Field | Description |
|---|---|
| Transaction Type | Here you can enter a transaction type to include in the group. |
| Description | This fields shows the description of the transaction type (if a description exists.). |
| Username | Here you can enter the name of a user who can create transactions of the current type and with the current transaction number series. |
| Transaction Number Series | Here you can enter the transaction number series associated with the current transaction type and current user, in the current group. |
| Default |
When marked, this field means that the current transaction type is the default transaction type for the current user in the current group. This is used to derive the transaction type in different dialogs. |
Card Part Actions
| Button | Description |
|---|---|
| + New Transaction Type Group | Click this action button to create a new transaction type group. |
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Click this action to refresh data in the current workspace. |
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Click this action to display the list view.
Click this action to display the detailed view. |
| Save | Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made. |
| Revert | Click this action button to undo changes made to the current record, or to any of its lines. |
| Other Actions | Click this dropdown to:
|
| + Transaction Type Group Lines | Click this action button add a transaction type group line. |
| Delete Transaction Type Group Line | Click this action button to delete a transaction type group line. |
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Click this icon to export the rows from the current table to a spreadsheet.
Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
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Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows. |
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Click this icon to maximize the table view. |
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Click this icon to open the Customize Columns window. |
Parent Topic: Transaction Type Groups