To check all transaction categories in Splynx navigate to
Config → Finance → Transaction categories.
The transaction categories such as Service, Discount, Payment, Refund and Correction are set by default in Splynx.
You can add a new transaction category manually by clicking on the
Add button at the top right corner of the page.
We manually added a category 6, and it can be removed only if this category is not used within Splynx, e.g. in transactions or CAP plans.
The default categories cannot be deleted, you can only change their names.
Transaction categories configuration
The global mapping settings between services (internet, voice, recurring, bundle or one-time), inventory, invoice and credit note categories can be configured here.
If we choose
other_test value instead of default
Service one for Internet service and charge the customer, their new transaction will be categorized as
Transaction categories configuration for tariff plans
The mapping configuration for tariff plans can be enabled here. If these items are enabled, the additional field
Transaction category will be activated in each tariff configuration window. By default, the
Default for service type value is used there, in this case the global settings will be followed.
But if you choose any other transaction category in tariff configuration window, the global settings for this particular tariff plan will be ignored and the chosen category will be used instead.
To track the amount of money for each transaction category, navigate to
Administration → Reports → Transaction categories.
For more information, see Transaction Categories Report.