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Next Generation - Set up transactions user keys

Transaction User Keys enables you to define and attach unique, or predefined identifiers to transaction detail lines. You can use these keys to select and sort data for reporting purposes.

You can set up transaction user keys in the System module which is security profile permission driven. If you don't have permission, please speak with your admin or manager within your organisation.

You can also customise the Transaction User Key labels so that they suit your business the best.

You can set up transaction user keys for:

  • Sales

  • Purchase

  • Nominal ledgers

Create transaction user keys:

  1. Click System then Settings then select Transaction User Keys.

  2. Click Edit then click + Insert new record.

  3. Enter your data and select the module you want to use the record for.

  4. To create more records, click + Insert new record again.

  5. Click Save.

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