Difference between revisions of "Transaction Profile"
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| + | <td>Related Pages</td> | ||
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| + | <li>[[Training 2: Setting Up Your Agency]]</li> | ||
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| + | <td>Related Categories</td> | ||
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| + | <li>[[:Category:Profiles|Profiles]]</li> | ||
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The Transaction Profile screen is a list of codes available when entering a policy, or an invoice. The Transaction Code defines how the system interprets the policy or invoice for: | The Transaction Profile screen is a list of codes available when entering a policy, or an invoice. The Transaction Code defines how the system interprets the policy or invoice for: | ||
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Revision as of 13:52, 27 June 2014
| Related Pages |
| Related Categories |
The Transaction Profile screen is a list of codes available when entering a policy, or an invoice. The Transaction Code defines how the system interprets the policy or invoice for:
- Reports such as the Sales Analysis, Client Query Wizard, Invoice Register and more
- Current Policy Term Premium / Non-Premium
- Smart Policy Insert within Download
Transaction Profile Screen
Select Profiles -> Transaction. (Requires Security System: Profiles -> Transaction -> View)
Transaction Profile Menu Options
- Add - Create a new Transaction
- Search - Load an existing Transaction
- Print - Print a short summary of all transactions
- Exit - Close the window. You will be prompted to save if you have changed the transaction.
Transaction Profile Fields
Transaction Type: Defines how the transaction code can be used within the system. For example, when renewing a policy through Policy Express -> Automated Procedures -> Renew Policy, the transaction code must be configured as Transaction Type: Renewal.
The Transaction Type for any Transaction Codes used for fees or premium finance invoice lines should always be configured as Non Premium.
