Definition of Bank Transaction Categories

Defining bank transaction categories paves the way for the use of the bank module.

Route: Settings > BPM > Transaction Categories

On this page, the Bank module is selected from the module filter, the listing is made and definitions are made in the transaction categories related to the Bank module. Follow the steps by only changing the transaction category, input: Bank Transaction.

The pictures above show the following;

1. "+" is used to add a transaction category. Pencil icon is used to update the corresponding category.
2. Opens a pop-up to display the transaction categories we want to add,
3. The pop-up that opens offers the system-defined transaction categories that we 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 we add for the authorized position categories we define.
6. It authorizes the transaction categories we add for the authorized positions we define.
7. If there is a situation in the transaction category, information will be sent to the employees with Approval and Notifications.