FLEX Ten Transaction Entry Actions

FLEX Ten FLEX Ten Quick References FLEX Ten Transaction Entry Actions

This document provides a comprehensive guide to understanding, configuring, and utilizing Transaction Entry Actions within the FLEX system. These actions streamline the transaction entry process by allowing pre-defined settings for common operations.

1. Accessing Transaction Entry Actions

To manage transaction entry actions in FLEX Pen, follow these navigation steps:

  • Click on the menu located on the left-hand side of the screen.
  • Choose System Administration.
  • Select System Settings.
  • Click on Transaction Entry Actions.

2. Managing Existing Transaction Entry Actions

Once you have accessed the Transaction Entry Actions screen, you can perform the following actions on existing entries:

  • Editing: Actions that are already set up in FLEX Ten can be edited.
  • Adding: New actions can be added.
  • Deleting: Some actions can be deleted.
  • System-Defined Actions: If an action is defined by the system, it can only be updated; it cannot be removed.

3. Adding a New Transaction Entry Action

To create a new transaction entry action, follow these steps:

  1. Initiate Creation: Click the plus button located in the upper right-hand side of the screen.
  2. Define Label and Short Code:
    • Type in your label: This is the display name for the action.
    • Give that action a short code: This provides a quick way to access the action.
      • Tip: If setting up an op code action, it is recommended to make the short code the same as your operation code to make it easier for users to find.
  3. Choose Action Type: Select what the action is from the dropdown menu. Examples include:
    • Deposit
    • Withdrawal
    • Transfer
    • Op Code Action: If setting up an op code action, you will specifically choose “op code transaction” from the dropdown.
      • For an op code action, you will also need to select whether it is a debit or other type.
      • From another dropdown, you will choose the specific op code.
  4. Configure Descriptions (Optional):
    • If you want to have separate descriptions for the “to” and “from” transactions, you can choose that option.
    • Description Visibility:
      • To always show the description in TR entry, click the box under “description” and “show”.
      • To make the description available but hidden from the original entry screen, choose “advance”.
  5. Configure Effective Date and Phone Transfer (Optional):
    • You can set similar visibility options for the effective date and phone transfer fields.
    • For example, you can select the effective date to be hidden behind a plus icon.
  6. Save the Action: Once all your settings are chosen, click Save.

4. Using Transaction Entry Actions in TR Entry

After setting up a new transaction entry action, it becomes available for use in the TR Entry panel:

  1. Accessing the Action:
    • In the TR Entry panel, click on the dropdown menu.
    • You can scroll down to find your new action.
    • Alternatively, you can start typing your label or use the short code you set up.
  2. Pre-filled Fields upon Selection: Once you choose an action, several fields may be pre-selected:
    • The account may come through automatically.
    • If you attached the action to an operation code, the operation code will already be selected.
    • Both the “from description” and “to description” lines will be available if configured for separate descriptions.
  3. Adjusting Details:
    • You can change the account if needed.
    • Type in the dollar amount.
    • If you selected the “advanced” option for the effective date, it will be hidden behind a plus icon; clicking this icon allows you to change the effective date.