Create a Transaction Purpose

Transaction Purposes is a CommBiz function that allows you to add an additional field to your Transaction Groups, which you can use to decide which users will see the transaction details (i.e. a drilldown on specific accounts and amounts). For example, you might create a transaction purpose of ‘Payroll’ and only allow certain users to access these transaction details.

1. Log on to CommBiz. Select Admin, then Service. From the left menu, select Preferences, then Edit
2. To create a transaction purpose, enter the purpose name and remitter name
   
   Note: The remitter name is the reference printed on the recipient’s bank statement for manually created transactions. EFT files imported into CommBiz use the remitter name in the file.
3. Select Add
4. The new transaction purpose will be added to the list. Check the Enable box next to your transaction purpose, then Save and Confirm.

Users who have View and/or Create CommBiz roles will have any new transaction purposes you create enabled on their profile. To limit which transactions a user can view, you'll need to update the user's permissions from View and/or Create to Custom Permissions or a User Defined Role. Learn more about CommBiz roles

1. Log on to CommBiz. Select Admin then Users
2. Search for a user. Select Edit, then Permissions Mode and check the ‘Assign Custom Permissions’ radio button
3. Select Transactions. Under ‘Transaction Purposes’, tick the box next to the transaction purposes you wish to enable for the user; untick to disable
4. Save then Confirm.
   
   Note: If you have Additional Profile Verification Required enabled on your service, the change will be 'Awaiting Verification'.

1. Select Admin, Users, then Roles
2. On the Find Roles page, find the Role you wish to enable the transaction purpose on and select Edit
3. Select Transactions. Under ‘Transaction Purposes’, tick the box next to the transaction purposes you wish to enable for the User; untick to disable. Save then Confirm.
   
   Note: If you have Additional Profile Verification Required enabled on your CommBiz service, the change will be 'Awaiting Verification'.