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Admin Tools: Transaction Type

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The Config Transaction Type screen is divided into four main tabs that give access to all transaction types in the system and provides many tools to create, view, and configure them. This article describes the tools and features in each tab of the Config Transaction Type window.


In This Article...

Detail Tab

Detail Sub-Tab

Tier Sub-Tab 

Formula Sub-Tab

Property Tab

Category Tab

Groups Tab



Detail Tab

The Detail tab allows users to create new transaction types, edit existing ones, and to view details about them.




Transaction Type Area

 The transaction type area displays all of the transaction types that are present in the system.



Field Name Description
ConfigTransactionTypeID The ID number the system has assigned to the transaction type.
Name The name of the transaction type.
Description A short description of the transaction type.
Deduction Category The category that the transaction type belongs to.



 Add New and Cancel Buttons

 The Add New button starts the process of creating a new transaction type.


The Cancel button cancels the process of creating a new transaction type.


For detailed information on creating new transaction types, visit Add / Edit New Transaction Types




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Detail Sub-Tab

The Detail sub-tab contains fields that display information about the transaction type currently selected in the Transaction Type area.


When creating a new transaction type, information is entered here. This section is also where details can be edited when making changes to an existing transaction type.


For more information about creating and editing transaction types, visit Add / Edit New Transaction Types.



Field Name Description
Name The name of the transaction type. This name can be edited after the transaction type has been created.
Description A short description of the transaction type.
System name This name is not editable once the transaction type has been created.  



Type Drop-Down Menu

Once a transaction type has been created and saved into the system, this drop-down menu is no longer editable.



Menu Item Description
Adjustment A one-time adjustment entered in Time Entry that is applied post-tax (for example, a charge for a drug test).  
Adjustment + Deduction A post-tax adjustment that is taken once or multiple times and is dependent upon where the deduction is inserted either in time entry or employee record.
Deduction + Contribution A transaction that is both an employee permanent deduction and an employee contribution. This would apply to a benefit plan such as an employer-matched 401K plan.
ER Contribution An employer-only contribution for a type of benefit, such as employer paid long term disability coverage.
PayCode This type applies to transactions for regular, overtime, and double-time pay.
Permanent Deduction A employee's pay deduction that is entered in the Employee record only.
Custom Used for other transaction types not covered through the standard types described above.



Type Properties

After a type has been selected, the list of checkboxes below the Type drop-down menu will indicate properties associated with that type.


Some fields may not be editable. Whether a field is editable or not depends on if the Type property is either required or not applicable to the chosen transaction type.



Property Name Description  
Is Adjustment Indicates that this type is one-time adjustment entered in Time Entry that is applied post-tax, e.g., a charge for a drug test.
Is Transactional Makes the transaction type available on the time card entry screen as a right-click option and as a type to add at the Order/Assignment level.
Is Tiered Indicates that this is a tiered transaction type. See Tier Tab for more information about creating a tiered transaction type.
Allow Web Time Entry Allows a user to add time from the web portal for this transaction type. This transaction type will appear in the Type drop-down menu on the web portal when adding additional items.
Is Equipment Adds the transaction type to Mass Equipment Deduction tracking.
Is Permanent Makes this transaction type available in the employee deduction screen setup.
Is ER Contribution Makes this transaction type available in the drop-down menu in the Employee Contribution sub-tree.
Show Employer Contribution on Paycheck The ER contribution for this transaction appears on the employee's paycheck. Enabled for ER Contribution or Deduction + Contribution transaction types.
Is Healthcare Indicates that this is a healthcare-related transaction.
Note: If the Config Option HealthcarePlanOffered is set to False, transactions with this setting are disabled.
Allow Multiple Entry Allows multiple transaction types to appear within the same transaction. For example, equipment returns or other one-off transactions, are allowed to occur multiple times per transaction.



Other Fields



Field Name Description
Deduction Category Assigns a category to the transaction type. Categories are used to organize the groups of transaction types. The creation and management of categories is done from the Category tab.
Pre Tax Deduction

The list of deductions available in pre-tax situations, e.g., retirement or a Section 125 cafeteria plan. Enabled only when the Is Adjustment type property has a check.


The two options available in the drop-down menu are:

  • 125 Reg - tax exempt for all Federal, Social Security, and Medicare

  • 401k Deferral Reg - tax exempt for Federal Taxes only

Vertex CMP Code (Vertex Compensation code) A drop-down menu with options that indicate the type of compensation this transaction type is applied to. Avionté versions prior to 15.2 may offer a free-text field instead of a drop-down menu. In the free-text field, enter either "r" for regular or "s" for supplemental.
W2Box Specifies the box to be filled out on the W-2 form.
W2Label Specifies the W-2 label for this item.



Shared By Area

This section lists each branch in the organization.



Field Name Description
Site The branch name.
Staffing Supplier The organization the branch belongs to.
Checkbox Branches with a check have access to this transaction type.



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Tier Sub-Tab

Some organizations have deductions that must be applied in a tiered manner based on the amount of income that the employee has earned, such as an IRS Tax Levy transaction where the deduction rate isn't applied until a certain annualized income level is earned by an employee.



Field Name Description
Exemptions Not used when configuring tiered deductions and should be left blank.
IsFixAmount When checked, this indicates that a specific dollar amount will be deducted for this tier.
IsPercent When checked, this indicates that a percentage of the income will be deducted for this tier.
IsLevy When checked, this indicates that the entire amount between the Lower Limit and the Upper Limit will be deducted for this tier.
Deduction Rate Sets the specific dollar amount or the percentage that determines the amount deducted for this tier.
Lower Limit Sets the point at which the deduction for this tier will start.
Upper Limit Sets the point at which the deduction for this tier will stop.


For information on creating tiered transactions, see Transaction Type - Tiered Transactions.



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Formula Sub-Tab

The Formula tab allows for the creation of a deduction transaction based on a user-defined formula.



For more information about using the Formula sub-tab to create transaction types based on formulas, please see Admin Tools: Transaction Type - Formula Deductions.


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Property Tab

The Properties tab allows users to make changes to the properties of transaction types and apply the changes to single branches or across an entire organization.




Field Name Description Additional Info
Select Branch This drop-down menu is populated by the branches in the organization. Selecting a branch from this menu will display its details in the Property grid below.  
Property Grid This grid displays a transaction type’s ID, Name, and the current setting for each transaction type property. Details about each property can be found by searching the knowledge base for the property name as it appears in the Property grid.  
Fetch When the box in this section is checked, any changes made to the properties in the Property grid will be applied to all branches in the organization.  




Edit a Transaction Type Property

  1. Select a branch from the Select Branch drop-down menu.

  2. Search for the transaction type to be edited in the Property grid.

  3. Scroll horizontally to locate the property to be edited.

  4. If this change is to be made across all branches in the organization, add a check next to Apply Changes to All Branches.

  5. Click on the value in the grid.

  6. Enter the new value.

  7. Press Tab on the keyboard to save the change.

  8. If the change was applied to all branches, a confirmation message will appear.

  9. Click Yes on the confirmation message.


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Category Tab

 The Category tab allows for the creation and editing of deduction categories.



 Deduction Category

The Deduction Category section displays information about the categories in the system.


Field Name Description
Name The name given to the category
Description A short description of the category
Is DI Exempt Adding a check in this field indicates that the category is exempt from disposable income (DI), e.g., levy.  



Deduction Category Details

The Deduction Category Details section displays the details of the category selected in the grid above. These fields are editable.


Add a New Category

  1. Click the Add New button.

  2. In the Name field in the Deduction Category Details section, enter a category name.

  3. In the Description field, enter a short description of the new category.

  4. If the category is DI Exempt, add a check after Is DI Exemption.

  5. Click the Save button.


Edit a Category

  1. Search for the category to be edited.

  2. Click on the category to be edited in the Deduction Category grid.

  3. In the Deduction Category Details area, click in the field to be edited.

  4. Make the required change.

  5. Click Save.


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Groups Tab

The Groups tab allows for the creation and configuration of transaction type groups. Transaction type groups are used when creating deduction transaction formulas.



Groups contain collections of single transaction types. Often these transactions are similar or related. A group called "Insurance" may contain medical, dental, and vision insurance transaction types.


Transaction type groups are used to define values in the formula builder under the Formula sub-tab that appears on the Details tab. When a transaction formula uses a transaction type group, the sum of all single transactions in that group is applied.


Single transaction types are not limited to one group at a time. They can be used in multiple groups simultaneously. This provides flexibility when creating formulas based on different combinations of transaction types.


For more information about creating deductions using formulas, visit Admin Tools: Transaction Type - Formula Deductions


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Transaction Types in Reporting

Transaction type configurations, properties, and setup items affect the data output in reports. The video below walks through the effects. Visit the Reports - General section for more details on report and AQ output. 

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