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    Transaction Types View

    Transaction Types hold the header information for grouping sets of relevant Transaction Values together. Transaction Values hold the fields that all Transactions in the system can record.


    Transaction Type Properties

    Transaction Types have the following properties:

    Name Description
    [Required]
    [Key]
    Name
    The unique friendly name of the Transaction Type
    Type The type of transaction values. Notional use only.
    • Capital
    • Portfolio
    Description A user friendly description of this Transaction Type

    Commands

    Note

    A Transaction Type has the standard set of commands and functions when being viewed from a grid. See our standard grid functionality.

    Tip

    Transaction Types can be exported and imported as packaged xml files to transfer configuration across systems. Again this is available from the standards grid commands.

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