Transaction Type Groups

Transaction Type Groups allow your users to set up groups that contain multiple transactions of the same type, for easy reference. For example, you could create a group that contains all transactions related to Child Support, Overtime, etc. and group all transactions relating to each of those topics together.

Chapters:

Creating A New Transaction Type Group

What Are Transaction Type Groups Used For?

Creating A New Transaction Type Group

1. Log in to Avionte Classic Back Office.
2. In the upper right-hand corner of the Start Page, click the Actions button. 
3. From the drop-down menu that will open, select Admin Tools.
   1. If you do not see the Admin Tools option, your Admin user may need to grant you permission for this.
4. In the Admin Tool menu that will open, ensure you have System selected on the left, and then scroll down on the right-hand section to locate and select Transaction Type by double clicking it.
5. In the new pop-up that will open, select the Groups tab in the upper right.
6. Click Add New to add a new Transaction Type Group.
7. Enter a name and description, and then click Save.
8. Once saved, you will then be allowed to select as many or as few transaction types as you would like to add to the group by locating them in the Transaction Types Available list, scrolling to the right, and clicking the blue arrow in the Assign column
9. Once you have selected all transaction types you would like added to the group, click Save once more to finalize the setup.

What Are Transaction Type Groups Used For?

On Transaction Types, there is a tab for Formula. This allows a user to create the calculation for the transaction type. 

In the definition of the formula, a user may select a transaction type group to add to the formula definition.