Creating Transaction Shortcuts
Updated: 08/16/2022
Article #: 104
Setup Transaction Shortcuts
Set up a Transaction Shortcut to save time on entering redundant information for Transaction Types that are frequently used or require lengthy documentation.
- Transaction Shortcuts may also be color coded to assist with ease of visualization and/or added to the Quick Posting menu to save time.
Setting Up a New Transaction Shortcut
1. Select System Tools > Database Setup > Services & Transactions > Transaction Shortcuts.
2. Select 'New'.
3. Enter Code and Description.
4. Enter Amount if applicable.
5. Enter the Type.
Note: Visit Transaction Types for more information about creating Transaction.
6. Add a Color if desired.
7. Enter Batch Number if desired.
8. Enter Sort Order if desired.
10. 'Save.'
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