Transaction Type

This option allows you to manage the Transaction Type of the Host Application integrated in the PaperSave application.You can Add or Edit the transaction types for all Host Applications, but you can only delete those transaction types which are added manually using the PaperSave Settings. The transaction types of the Host Application that are integrated during the installation cannot be Edited/Deleted.

 

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Understanding Toolbar:

 

1. Transaction Type: Description of all the options available under this group is mentioned below:

 

· Add: This option allows you to add new Transaction Type for the selected Non-Host Application.
· Edit: This option allows you to edit existing Transaction Type for the selected Non-Host Application.
· Save/Update: This option allows you to save/update the added/edited Transaction Type for the selected Non-Host Application.
· Delete: This option allows you to delete the selected Transaction Type for the respective Non-Host Application.
· Cancel: This option allows you to cancel the current action.

 

2. Document Type: You can click on Add button to add a new Document Type for the selected Transaction Type.

 

3. Option Group: Description of all the options available under this group is mentioned below:

 

· Show Filters: This option will Show/Hide the filters for each column on the top of the Transaction Type grid.
· Show Groupings: This option will display the grouping bar on the top of the grid. You can group columns by dragging the header of the column to this bar.
· Export: This option is used to export the Transaction Types displayed in the grid to an Excel file.

 

4. Help:Click here to get directed to Help section.

 

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You can go through the below mentioned topics to know more about how to add/edit/delete the Module for Non-Host Applications into PaperSave:

 

Add Transaction Type

 

Edit Transaction Type

 

Delete Transaction Type