Transaction types

The Tuum system supports three groups of transaction types:

• Main transaction types,

• Fee transaction types,

• Reversal transaction types.

The transaction types are predefined and cannot be modified. However, you can enable/disable a transaction type and define settings.

Transaction type settings

You can find the list of the transaction types settings, by going to:

• Cards > Settings > Transaction types.

On the Transaction type settings page you can:

• Check if a transaction type is enabled or disabled;

• Enable/disabled transaction types;

• View the list of fee types applicable to a particular transaction type.

• View/Change transaction type configuration.

Enable/Disable transaction type

You can enable/disable a transaction type by going to:

1. Cards > Settings > Transaction types.

2. Find the transaction type in question and switch the toggle button.

If transaction type is disabled:

• It is not possible to make custom booking using this transaction type.

• It is not possible to add new account transaction or account reservation using this transaction type.

• It is not possible to use this transaction type when setting up credit product transactions.

Configure transaction type

Besides enabling a transaction type, you can also configure additional settings:

External transaction type

• Function: Is used to define a mapping between Tuum and external system transaction type codes.

• Format: Number/Text.

Custom booking

• Function: Indicates if custom booking is allowed/ restricted for this transaction type.

• Format: Checkbox.

Instalment plan

• Function: Indicates if instalment plan creation is allowed/ restricted for this transaction type.

• Format: Checkbox.

Counting group

• Function: Enables count range based tiered pricing. All account transactions with same group code are aggregated together during calendar month. Note: Using counting group is a prerequisite for count range based tiered pricing.

• Format: Number/Text.

Summing group

• Function: Enables amount range based tiered pricing. All account transactions with same group code are aggregated together during calendar month. Note: Using summing group is a prerequisite for amount range based tiered pricing.

• Format: Number/Text.