Reference Tables - Transaction Group

Modified on Tue, 30 Aug 2022 at 03:47 PM

When making arrangements and splits, tenancy transactions need to be allocated to transaction groups for reporting purposes. If the type of transaction needs to be a different group than those available, you can set up a new transaction group.

NOTE: The Transaction Group you add will not show in the Tenancy Balances screen as its own column as the Tenancy Balances screen columns show hard coded Transaction Groups only. 

Setting Up Tenancy or Property Transaction Groups

From the Home Screen, click System Maintenance, then click Reference Tables and select the Report Group / Transaction Group table:

The Transaction Groups listed in this section are the same for Properties and Tenancies. All Report Groups should have the Txn? and Active boxes ticked if you would like to use them in either Properties or Tenancies. 

If you would like to add new Transaction Group, go to the line at the bottom and add a new row,  ensuring the 2 tick boxes are selected:

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