To add, edit, or delete a trancode:

To add a new Trancode:

1. Select +Add New Record.
2. Enter the definition; Trancode, and a description.
3. If the transaction includes a paper document to display, select Show Image.
4. If the transaction reverses an item previously posted, select Reversal TC.
5. Use Description as Payee effects the way the Payee field will appear in Quicken and Quickbooks. With this option checked, the additional information in the Description field for the TC will show up for those transactions in the Quicken and Quickbooks transaction export.
6. Select Save to complete the process, or Cancel to abort.

   

To edit an existing Trancode, select Edit

Enter the changes, and select Save to complete or Cancel to abort.

To delete a Trancode definition, select Delete

Warning! If a Trancode used or to be used is deleted, the definition is omitted from the display.

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