UTA Settings - Transaction

The Transaction Settings page of the UTA consists of several sections.

Level 1 Transaction Type Settings

• When transaction types are added to this section using the button, a user will be able to associate transactions of this type to a Level 1 record.
• Transaction types can then be excluded from specific Level 1 Templates by editing the template > clicking on the View Status button and selecting the transaction type in the "Disabled Transaction Type" section.

Level 1 Transaction Access Roles

• When roles are added to this section using the button, a user will only be able to access transactions associated to a Level 1 record if they are in one of the assigned roles.

Level 2 Transaction Type Settings

• When transactions are added to this section using the button, a user will be able to associate transactions of this type to a Level 2 record.
• Transaction types can then be excluded from specific Level 2 Types by editing the type and selecting the transaction type in the "Disabled Transaction Types" section.

Level 2 Transaction Access Roles

• When roles are added to this section using the button, a user will only be able to access transactions associated to a Level 2 record if they are in one of the assigned roles.

See Also

• Accessing the UTA Settings Tab
• UTA Settings Page
• UTA Settings - Settings
• UTA Settings - General
• UTA Settings - Security
• UTA Settings - Entity
• UTA Settings - Miscellaneous
• UTA Settings - Transaction
• UTA Settings - Invoice
• UTA Settings - Time and Expense
• Attaching Transactions to a UTA Level 1 Record