Diversity Collection

Transaction

Customizing

Transaction standard comments

As an administrator you can add entries to the Standard comments for transactions (see above) that are used to enter standard phrases into the comment field of a transaction (see below).

Transaction display sequence

To customize the sequence and format of the transactions shown in the tree, choose Administration → Customize display … from the menu and then select the part Transaction. If you want to change the default sequence and/or display type, click on the button. Use the and buttons to change the position of a certain type of transaction and choose one of the display types (see above). To reset these settings to the database default, use the button.

Title options

• Include superior transaction in title: If your transactions are organized within a hierarchy, you can include the titles of the superior hierarchies with this option. 
• Include date in title: If the title should include the date, you can choose this option. 

Address field

The address fields are displayed depending on the type of the transaction. If you need all address fields, choose the option Show all address fields.

Default currency

The default currency for all transaction payments in the database is Euro (€). To change the default currency click on the Currency button. A Window will open where you can enter the symbol for the default currency.