Add a Transaction Type drop-down list value

Issue/Question

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Create a Transaction Type drop-down list value.

Resolution

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1. Go to the Gear icon >  Settings > General and select Drop-down Lists in the left menu.
2. Click Transaction Types in the left menu.
3. Click Add Row.
4. Add the name of the Transaction Type and set it as either a Credit or Debit.
5. Click Save Changes.

⚙️Note: User Permissions may limit access to this feature or functionality.