Each Transaction Type must be classified under a certain Transaction Type Group. You can create and use just one Transaction Type Group and use it for all Transaction Types or you can create several of them and use them for better classification of your Transaction Types. How to create Transaction Type Group Under Transaction Type Groups, create a general name of the group that would best fit the Transactions. After creating the Transaction Type Group, you can use it in Transaction Types. Learn more about Transaction Types in our next article. The post Transaction Type Groups How to Categorize Transaction Types appeared first on SoftPoint.
Seeing a long list of Transactions may be a little hard sometimes in terms of not knowing which Transactions need to be taken care of, which are already resolved, which are closed, etc. Setting up Transaction Colors enables you to color code the Transacti
prejsť na článokIn some processes, it may be useful to create relations between Transactions when one Transaction has to be superior to the others. Flowis allows you to create such a structure we call the main Transaction the “Master Transaction” and her subordinates a
prejsť na článokFlowis offers a unique way of setting up permissions for as many different groups of employees as needed. Its complexity allows you to truly set up Flowis and the information in it with precision, making sure everybody can see, access, edit, and delete on
prejsť na článokWorkflow Design is a place where you can see the whole process with its Statuses, Workflows, Interface Configurations, and Data Entry Configurations on one canvas (we will call these four objects “elements” in our article). You can access it through the “
prejsť na článokNow that you know what a Data type is and why it is important to choose the right one, you can explore more of the available Data types in Flowis and what kind of possibilities they offer you. Date-related Data types Date Data type contains only dat
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