e2B Transact!

e2B Transact! is the method needed for a particular system which in this case is the Subsidiary Account. The following are the methods used for the system: Transaction Unit - ... Click the Transaction Unit folder > New. Fill up the form and save. Click here for details on creating a Transaction Unit. In here, not only can you create a Transaction Unit file but also perform the following: Modify - allows you to edit or make necessary changes on any existing Transaction Unit file. View - allows you to view any Transaction Unit file's information and history. The history contains when the file has been modified and who made the modification. Delete - allows you to remove a Transaction Unit file. Recover - allows you to retrieve a deleted Transaction Unit file. Transaction Counter - ... To be able to create a transaction counter, you need to have a Subsidiary Account first. You won't be able to continue if there are no subsidiary accounts created. Click the Transaction Counter folder > New. Select the desired Subsidiary Account. Fill up the form and save. Click here for details on creating a Transaction Counter. In here, not only can you create a Transaction Counter file but also perform the following: Modify - allows you to edit or make necessary changes on any existing Transaction Counter file. View - allows you to view any Transaction Counter file's information and history. The history contains when the file has been modified and who made the modification. Delete - allows you to remove a Transaction Counter file. Recover - allows you to retrieve a deleted Transaction Counter file. Transaction Detail - defines the details needed for a transaction wherein users may be required to fill up. This is to have more detailed information about the transaction. To be able to create a transaction detail, you need to have a Subsidiary Account first. You won't be able to continue if there are no subsidiary accounts created. Click the Transaction Detail folder > New. Select the desired Subsidiary Account. Fill up the form and save. Click here for details on creating a Transaction Detail. In here, not only can you create a Transaction Detail file but also perform the following: Modify - allows you to edit or make necessary changes on any existing Transaction Detail file. View - allows you to view any Transaction Detail file's information and history. The history contains when the file has been modified and who made the modification. Delete - allows you to remove a Transaction Detail file. Recover - allows you to retrieve a deleted Transaction Detail file. Transaction Group - defines different transactions to be grouped according to users' preferences. To be able to create a transaction group, you need to have a Subsidiary Account first. You won't be able to continue if there are no subsidiary accounts created. Click the Transaction Group folder > New. Select the desired Subsidiary Account. Fill up the form and save. Click here for details on creating a Transaction Group. In here, not only can you create a Transaction Group file but also perform the following: Modify - allows you to edit or make necessary changes on any existing Transaction Group file. View - allows you to view any Transaction Group file's information and history. The history contains when the file has been modified and who made the modification. Delete - allows you to remove a Transaction Group file. Recover - allows you to retrieve a deleted Transaction Group file. Transaction Group Relationship - allows you to relate different transaction groups with each other. This allows sharing of data between transaction groups. To be able to create a transaction group relationship, you need to have a Subsidiary Account first. You won't be able to continue if there are no subsidiary accounts created. You need at least two Transaction Groups to be able to establish a relationship. Click the Transaction Group Relationship folder > New. Select the desired Subsidiary Account. Fill up the form and save. Click here for details on creating a Transaction Group Relationship. In here, not only can you create a Transaction Group Relationship file but also perform the following: Modify - allows you to edit or make necessary changes on any existing Transaction Group Relationship file. View - allows you to view any Transaction Group Relationship file's information and history. The history contains when the file has been modified and who made the modification. Delete - allows you to remove a Transaction Group Relationship file. Recover - allows you to retrieve a deleted Transaction Group Relationship file. Transaction Entry - defines users to transact with any account codes available. Also allows discount and the source of input may either be a transaction or an account. To be able to create a transaction entry, you need to have a Subsidiary Account first. You won't be able to continue if there are no subsidiary accounts created. Click the Transaction Entry folder > New. Select the desired Subsidiary Account. Fill up the form and save. Click here for details on creating a Transaction Entry. In here, not only can you create a Transaction Entry file but also perform the following: Modify - allows you to edit or make necessary changes on any existing Transaction Entry file. View - allows you to view any Transaction Entry file's information and history. The history contains when the file has been modified and who made the modification. Delete - allows you to remove a Transaction Entry file. Recover - allows you to retrieve a deleted Transaction Entry file. Transaction Template - defines the output format for transactions. To be able to create a transaction template, you need to have a Subsidiary Account first. You won't be able to continue if there are no subsidiary accounts created. You also need to have the following for you to proceed: Transaction Groups, Transaction Details, Transaction Entries and Transaction Counters. Make sure to create them first before creating transaction template file. Click the Transaction Template folder > New. Select the desired Subsidiary Account. Fill up the form and save. Click here for details on creating a Transaction Template. In here, not only can you create a Transaction Template file but also perform the following: Modify - allows you to edit or make necessary changes on any existing Transaction Template file. View - allows you to view any Transaction Template file's information and history. The history contains when the file has been modified and who made the modification. Delete - allows you to remove a Transaction Template file. Recover - allows you to retrieve a deleted Transaction Template file. Transaction Status - defines transactions according to sequence making 1 as the highest priority and 9 as the least priority. To be able to create a transaction status, you need to have a Subsidiary Account first. You won't be able to continue if there are no subsidiary accounts created. Click the Transaction Status folder > New. Select the desired Subsidiary Account. Select a Transaction Type. Fill up the form and save. Click here for details on creating a Transaction Status. In here, not only can you create a Transaction Status file but also perform the following: Modify - allows you to edit or make necessary changes on any existing Transaction Status file. View - allows you to view any Transaction Status file's information and history. The history contains when the file has been modified and who made the modification. Delete - allows you to remove a Transaction Status file. Recover - allows you to retrieve a deleted Transaction Status file.

e2B Transact!