How do I set up transaction codes?

Taylor Lutian

February 22, 2025 02:50
Updated

Administrators will see links throughout the system to Manage Transaction Codes. One such place is on the student Transactions screen.

To get there, select a student and click Transactions in the left menu. When you select the Posting Type from the dropdown menu, you will see the Manage Transaction Codes link.

Transaction journal interface screenshot.

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You can also go to More > Settings and click Transaction Codes & Types in the left menu.

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On the Transaction Code Settings screen, you can click the button to Add New Transaction Code or select an existing code to edit it.

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