Updating the Code Set

Last Updated September 19, 2006

 

Client preferences and transaction types can be added and updated in the Code Set screens if you have the GLTAXLEDGE_FOUNDATION role assigned. TaxLedge uses the term Code Set for what are call client preferences in the Tax Collection system.

  1. From the Main Menu, click Maintenance, then select Code Set. A blank Code Set screen appears. To insert or modify transaction types, skip to step 6.

Code Sets

  1. Press F8 (Execute Query) to see all of the codes, then use the scrollbar to view all the entries.  To query on a particular one, press F7, enter the name of the code in the Type Code field, then press F8. You can also search on the other columns on this screen using the same F7/F8 key sequence.

The following information is shown:

  • Type Code - The name of the code
  • Code - The values or actions that will be available in TaxLedge
  • Description - If this is Yes, the activity is permitted.  If other verbiage is present, it is a description of the associate code.
  • Other - A description of the code or the part of TaxLedge that uses this code.
  1. To insert a new code, click in a blank line or press F6 to create one.
  2. Enter the information needed in each column, or make any changes to an existing code.
  3. Press F10 (Save) to save your changes

Transaction Types

  1. Click the Trans Types tab.
  2. Press F8 (Execute Query) to see all of the codes, then use the scrollbar to view all the entries.  To query on a particular one, press F7, enter the name of the code in the Type Code field, then press F8. You can also search on the other columns on this screen using the same F7/F8 key sequence.
  3. The following information is shown:
  • Transaction - The name given in the database for the transaction type.  The Type Descript field at the bottom of the screen gives a description of the type that is highlighted.
  • Category - Choose from Payable Deposit or Payable Payment.
  • Bank Transaction Type - Leave blank.
  • Acct Type - Select the bank account type, choosing from Jurisdictions, Bank, or Attorneys.
  • Post Table - Select the correct table name, choosing from Refunds, Remittances, or Checks Cleared.
  • DB/CR Flag - Select either DB (debit) or CR (credit).
  1. To insert a new transaction type, click in a blank line or press F6 to create one.
  2. Enter the information needed in each column, beginning with the Transaction Type, or make any changes to an existing type.
  3. Press F10 (Save) to save your changes.