TRANSACTION NOTE TYPE

To add a Transaction Note Type, go to Settings > Lookup Tables > A/R Support Tables > Transaction Note Type

NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Transaction Note Type.

ADD TRANSACTION NOTE TYPE

To add a new Transaction Note Type, click on the "Add Transaction Note Type” link

Enter the required information and click "Add".

EDIT TRANSACTION NOTE TYPE

To edit a Transaction Note Type, click on the edit pencil. You can also end a Transaction Note Type by adding an end date.

Make your changes and click on the "Update" button.

VIEW TRANSACTION NOTE TYPE

To view a Transaction Note Type, click on the magnifying glass

The Preview Screen appears

DELETE TRANSACTION NOTE TYPE

To delete a Transaction Note Type, click on the trash can