Define a new transaction setup

You can define a new transaction setup or change the name and description of a current transaction setup. To define the attributes, you first need to open the transaction setup.

Go to the transaction setups

Open the Settings Editor and go to: [Transaction printing]  → [Transaction setups] .

[Transaction setups] tab

Add a new transaction setup

1. Click [Add].

   [Transaction setups] menu

2. Enter a unique name and the description.

   [ Add a transaction setup] 

3. Click [OK].

   [Transaction setups] 

Copy a transaction setup

1. Select the transaction setup and click [Copy].

   [Transaction setups] menu

2. Enter a unique name and the description.

3. Click [OK].

Edit a transaction setup

1. Select the transaction setup and click [Edit].

   [Transaction setups] menu

2. Enter a unique name and the description.

   [Edit a transaction setup] 

3. Click [OK].

Delete a transaction setup

You cannot delete an active transaction setup and a transaction setup that is open. At least one transaction setup must remain available in the list.

1. Select one or more transaction setups you want to delete.

2. Click [Delete].

   [Transaction setups] menu

More information

• Learn about transaction setups

• Open a transaction setup to change settings