Transaction Categories

One or more transaction categories can be selected when adding a transaction to a claim file. The Transactions grid can be filtered by category, providing a quick way of seeing where most of the expenses have occurred, or as a filter for reports.

The following functions are available on the Transaction Categories page:

1. Click the Logged in as link and click Admin Center. Under the Library section, click the Transaction Categories link (not shown).
2. Click New to add another transaction category to the multi-pick list.
3. To edit a transaction category, check the adjacent box and click Edit. The Edit Transaction Category dialog displays.
   1. Modify the Category field, which appears in the Transaction dialog, and the Description.
   2. Check the Hidden box if this category should no longer be shown.
4. Note: The Associated Transaction Types box shows the transaction types that have been selected when this transaction category has also been checked.
   3. Click OK.
4. Use the Replace button if you would like to change the transaction category selection for every file.
5. Note: The Replace feature is generally used when files have been imported from another system and need to be standardized.