Transaction Profile

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.