Budget, Expense, and Revenue Transaction Categories

Defining the Budget, Expense, and Revenue transaction categories make it possible for these functions to be used.

You can define the Budget Planning Receipt and Accrual Receipt transaction categories for the budget module, and the Expense Receipt and Income Receipt definitions for the Expense management module via the Dashboard > BPM > Transaction Categories page. 

In the screenshot below, Budget Planning Receipt transaction category creation is explained.

The screenshots above show the following;

1. "+" is used to Add a transaction category. The pencil Icon is used to update the corresponding category.
2. The pop-up that opens presents the system-defined transaction categories you want to add.
3. Opens a pop-up to display the transaction categories you want to add,
4. The relevant boxes are ticked to indicate what type of transactions the Transaction Category will perform. Records the marked fields.
5. It authorizes the transaction categories you add for the authorized position categories we have defined.
6. It authorizes the transaction categories you add for the authorized positions we have defined.
7. If there is a situation in the transaction category, information will be sent to the attached people in Approval and Notifications.