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Transaction Group Maintenance
The Transaction Group Service allows you to create and manage groups of balance reporting transactions that may be used to filter information in either the Previous Day or Same Day reporting services. The Exchange Bank also has the ability to create transaction groups. You may want to review the groups available through The Exchange Bank before creating your own. The groups you make should be supplementary to those The Exchange Bank creates and offers. You can make as many groups as you need.

The BR Transaction Group Report displays the details of the selected group(s) with the code, the name, the last date modified, the Customer Code, and the User Code. Each BAI Code selected for this group is listed with the BAI Code and the description.

Adding a Transaction Group
Enter a transaction group code and name in the appropriate fields. (You can enter a Name now or add it on the Add Transaction Group page.) Click Add. The Add Transaction Group page displays with the transaction group Code hard coded. The Transaction Group name is displayed if it was entered.

The two list boxes are similar to the list box set used in permissions services. Build the Transaction Group by moving available BAI codes from the Inactive list (left) to the Active list (right). When you are done, click Add.

Changing a Transaction Group
Select the Transaction Group to change.

Click Change.

If needed, you may change the Name associated with the group.

To add new transactions to the group, highlight the BAI transaction codes that you want included in this group in the Inactive BAI Codes box and click the "add" arrow (>).

To remove transactions from the group, highlight the BAI transaction codes that you want to remove in the Active BAI Codes box and click the "remove" arrow (<).

Deleting a Transaction Group
Select the Transaction Group to delete.

Click Delete.

The Code, Name, and Active list box displays with the current selections for that Transactions Group. When you are certain this is the group to be deleted, click Delete.

A confirmation message displays.

Displaying Transaction Group Details
Do one of the following to select the transaction group or groups to display:

  • For a single transaction group, enter the code and name of the group to be displayed in the appropriate fields. Click Find/Refresh. Then click on the group's Code/Name.

  • For one or more transaction groups, click Find/Refresh. Select a group or groups to display.

Click Display.

The details of the selected group(s) are displayed by group with the code, the name, the last date modified, the Customer Code and the User Code. Each BAI Code selected for this group is listed with the BAI Code and the description.