Articles on: Configure Settings

Payment & Billing settings: Adding or editing transaction categories

Transaction categories are used to group payments and charges against a payment account. There are predefined transaction categories that apply to different types of transactions in the system. The three main categories are: liability, payment and revenue. This help document will demonstrate how to create transaction types as well as edit them.

How To Create Transaction Types

**Step 1: ** Once you have logged into Xap, select settings from the left-hand menu bar.

**Step 2: ** Click on the payment and billing settings icon.

Step 3: Select transaction categories.

Transaction types will be displayed on the screen as seen in the image below. To view more transaction types, select the relevant heading. To view or edit a specific transaction type, select the three dot menu that is on the right-hand side of the transaction category.

Step 4: To add a new transaction type, click on the green + sign.

**Step 5: ** Fill in all required fields. If completing via enterprise access, select the centres you would like to apply the transaction type to.

Once you have entered in the relevant information, select save.

How To Edit Transactions

Step 1: To edit the transaction category, click on select the three dot menu that is on the right-hand side of the transaction category.

**Step 2: ** Edit the required details and click on save.

For more information, please browse through our support documents or alternatively contact our support team.

Updated on: 06/03/2023

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