Transaction Category

The first and highest level in the transaction hierarchy is Transaction Category. Values established at this level are not used by the application for any processing rules, but serve as a reporting tool. The level is also available for custom edits or us on a Chart of Accounts Combination Validation, Required Element, or Inference page.

The fields on the Transaction Category (DCAT) page are as follows with common ones omitted:

Field Name

Field Description

Transaction Category

The required transaction category for which a transaction types will be associated.

The following is list of the transaction categories delivered with the Financial part of CGI Advantage in alphabetical order by category.

Category

Name

ABS

Accounting Based Spending

AP

Accounts Payable

AR

Accounts Receivable

BG

Budget

CA

Cost Accounting

FA

Fixed Asset

GEN

General

GRNTS

Grant Lifecycle Management

INT

Internal

INV

Inventory/Stock

IV

Investments

JV

Journal Voucher

MD

Manual Disbursement

M1099

1099 Maintenance

PROC

Procurement

PYRL

Payroll

TRVL

Travel

VCUST

Vendor/Customer