Transaction Categories Transfer
Transaction Categories Transfer screen is used by businesses with more than one company to transfer the transaction categories they are currently using to other companies defined in the system. This screen provides convenience during intensive and important tasks such as new company opening and implementation, and helps to use transactions smoothly in newly opened companies.
Path:Control Panel > System > General Settings > Transaction Categories Transfer
Note: For detailed information about Transaction Categories, see the "Transaction Categories" document. You can review it.
Attention: Transaction Categories transfer should be done by authorities who know the operation and domain of the screen. Otherwise, businesses may encounter negative situations during the transfer process.
Transaction Categories Transfer
Transaction Categories While performing the transfer process, if there is no company currently used and the transfer is to be made for the first company, "Default transaction categories" is selected from the source field and the company to which the transfer is requested is selected in the target. After the default transaction categories are transferred, businesses can make the desired additions and edits from the Transaction Categories screen.
If transfers are being made to other companies, after the transfer is completed, it can be checked whether the transfer is correct by comparing the transaction categories between the companies on the Transaction Categories screen.
Note:Go to the Transaction Categories screen by following the Control Panel > Settings > BPM > Transaction Categories path. you can reach.