Customize transaction behaviour

To customize transaction behaviour:

1. Click the Tran Defaults button on the Administration Overview diagram (Organization view).

   The Transaction Type Settings screen appears.

   If your organization uses more than one account type, eg. card, cash, phone or requisition, you will see that you can set up transaction defaults specific to each account type.

2. Click the account issuer you want to set the transaction type behaviour for.
3. Click to the right of the selected transaction type.

   The Customize Transaction Type Behaviour window appears.

4. Use the following option descriptions to customize the behaviour you want for this transaction type:

   Option	Function
   System Default	Click this icon (green tick) to apply the system default description text within the Description field of the Transaction Details window (Coding tab)
   Blank Description	Click this icon (red cross) to leave the Description field of the Transaction Details window (Coding tab) empty.
   Fixed Description	Click this icon (red cross) to define your own text that will populate the Description field of the Transaction Details window (Coding tab). Note: If you are customizing the behaviour for either the Cash Expense Payment DR or Cash Expense Payment transaction types, you can also use this field to change the default text (Payment Processing) that displays on a user's account statement for cash expenses. Note: Alternatively you can translate the text into another language.
   Auto Link Descriptions	Click Yes if you want the information the user types into the Description field (Description 1 field) to automatically populate the Description 2 field on the Coding tab of the Transaction Details window. Note: This option is only relevant if your company has the second description field enabled.
   Auto Personal Flag	Click Yes if you want to automatically mark a transaction of this type as personal. For example, if any ATM or cash withdrawals are to be treated as personal and offset against the employee's cash balance.
   Spend Wizard Mandatory	Click Yes if you want to make it mandatory for an account holder to complete at least one Spend Wizard for this particular transaction type. Note: This option is only be relevant if your organization is using the Spend Wizard module.
   Spend Wizard Disabled	Click Yes if you want to prevent a user from completing a Spend Wizard for any transactions of this particular transaction type. This stops a user from completing a Spend Wizard as a means of overriding the default coding you have set up for this transaction type.

5. Click Save.