Q: I added new transactions. All have the box "apply to cash drawer"
checked, and the factor is -1. I then shut down the program, and restarted. When I got back, none of the added transaction types come up underneath the "Submit" button on the loans tab. But when I went back to Security, Transactions, the four new payment types are listed there. How can I get them to show up on the bottom drop down box on the loans tab?
A: There are a bunch of transactions, so the new ones may be hard to locate initially. First, the transactions should not be checked Admin Only, or ordinary users can't apply or even see them. Only check the Admin Only checkbox if the transaction is limited to users who log in as an administrator. Second, when changing the transaction type below the Submit button, it is best to click on the Type dropdown to the right of the word Cash (the default transaction type) and enter enough characters of the transaction description for the program to identify the transaction type.
For instance, if you set up a payment type of Wire Transfer, the steps would
be:
Click on the Type dropdown control below the Submit button
Enter: wir
At this point the Wire Transfer transaction type should appear
If you click on the dropdown control and start scrolling, you may have to scroll up to the top, then down to the bottom to locate the new transaction.
This is because the program uses an internal index to sort the transactions.
If the number of transactions becomes confusing, you can mark the transactions you don't commonly use as Admin Only. Then regular users will only see the transactions your company commonly uses.