Transaction Types Code Fields
Transaction Types codes determines the types of transactions that can be entered. The following fields are displayed when
configuring these codes.
System-Wide Code and Description Fields
| Field Name | Field Description |
|---|---|
| Show this code for Location | Select this check box to enable the code for the selected location. |
| Use for API only | Select this check box to indicate that the code is only for use with an application program interface (API). |
| Code | The code word you previously entered is displayed here, but you can enter a different code if needed. If you enter a code
word that has already been assigned to another code, a warning message is displayed, as codes must be unique.
Code words can contain numbers and uppercase or lowercase letters. You can also include periods, dashes, underscores, and
parentheses. The word ALL cannot be included in the code word, regardless of case.
|
| Description | Type a description for the code. |
| Mappings (ALT+M) | This option is not available for all codes. If mapping is available for the code, click this link to map codes in Odyssey to state-specific codes. |
System-Wide Effective Information Fields
| Field Name | Field Description |
|---|---|
| Effective Date | If the code is not available until a specific date, enter the date that the code becomes available. |
| Obsolete Date | If the code becomes obsolete (meaning it is no longer used) or will become obsolete at some point in the future, enter an
obsolete date.
The code is considered to be inactive when it reaches the obsolete date and remains obsolete until the date is removed or
changed to a future date. When a code is made obsolete, it is no longer accessible to the users and cannot be selected.
|
System-Wide Transaction Types Code Fields
| Field Name | Description |
|---|---|
| Type | Select Summary Account or Transaction Account, then select a specific account type. |
| Parent | If this is a sub-account, select the parent account from the drop-down list. |
| GL Account | Type a general ledger account number. |
| Bank Account Type | Type a description of the bank account type. |
| Bank Account Number | Type the bank account number. |
| Bank Routing Number | Type the bank routing number. |
| Bank Address | Type the bank mailing address. Click  for additional space.
|
| Bank Contact Name | Type the name of the bank's primary contact. |
| Bank Contact Phone Number | Type the bank's primary phone number. |