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:

NameDescription
[Required]
[Key]
Name
The unique friendly name of the Transaction Type
Type

The type of transaction values. Notional use only.

  • Capital
  • Portfolio
DescriptionA user friendly description of this Transaction Type

Commands

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

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.