Credit and Fund Management Transaction Categories


Defining the transaction categories of Credit and Fund Management is mandatory to use this module.



For the Credit and Fund Management module, you can define the definitions of the Credit Agreement, Credit Payment, Credit Collection, Financial Lease Contract, Securities Purchase, Securities Sales transaction categories via the Dashboard > BPM > Transaction Categories page.

Follow the steps by only changing the transaction category, input: Financial Lease Contract, etc.


The pictures above show the following;

  1. "+" is used to add a transaction category. The 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.

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