Transaction categories

To check all transaction categories in Splynx navigate to Config → Finance → Transaction categories.

Main menu

Transaction categories

The transaction categories such as Service, Discount, Payment, Refund and Correction are set by default in Splynx.

List

You can add a new transaction category manually by clicking on the Add button at the top-right corner of the page. You can export or select columns to display by clicking on the matching icons.

We manually added categories 8, 9 and they can be removed only if these categories are not used withing Splynx, e.g. in transactions or CAP plans.

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The default categories cannot be deleted, you can only change its names.

Transaction categories configuration

Mapping

The global mapping settings between services (internet, voice, recurring, bundle or one-time), inventory, invoice and credit note categories can be configured here.

Example

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 other_test category:

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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.

Enable

Enable

Report

To track the amount of money for each transaction category, navigate to Administration → Reports → Transaction categories report.

For more information, see Transaction Categories Report.