Transaction Codes Report Page

This report lists the transaction codes data entered into your system. You can run this report for one or more specific transaction codes, or for every transaction code within your system.

How to access this page

To access the Transaction Codes Report page:

1. From the Sagitta Home Page, click Other > Reports > Client/Staff

2. Select Transaction Codes Report.

Selection Options

NEW G/L Account (Leave Blank for All) - Enter or select the General Ledger account numbers where you post commission for invoice transactions with a NEW status that you want to include in the Transaction Codes report. You can expand the NEW G/L Account list. Click Lookup to select from a list of all New General Ledger account numbers on your system.

RENEWAL G/L Account (Leave Blank for All) - Enter or select the General Ledger account numbers where you post commission for invoice transactions with a REN status that you want to include in the Transaction Codes report. You can expand the RENEWAL G/L Account list. Click Lookup to select from a list of all Renewal General Ledger account numbers on your system.

OTHER G/L Account (Leave Blank for All) - Enter or select the General Ledger account numbers where you post commission for invoice transactions not attached to a policy that you want to include in the Transaction Codes report. You can expand the OTHER G/L Account list. Click Lookup to select from a list of all Other General Ledger account numbers on your system.

Output Options

Commissionable? - select an option (Yes, No, or All) to include specific transaction codes set up with the specific commissionable option. Leave this field blank to select all transaction codes.

Comments - Use this optional field to type a description or other information that you want to include to clarify the report purpose and parameters. The comments entered appear on the user's Home Page if a report is sent to the user via the Overnight Report Process or from a report distribution list. The Comments entered appear when you mouse over the report on the Home Page.

Save and Quit Options

Click	To
Save or Alt + S	store your current selections so they pre-fill the next time you access this Report Selection page. (You must be logged in with the same User ID.)
Quit or Alt + Q	clear any changes you have made since your last Save, without exiting from the page.

Print Options Bar

The selections available on the Print Options bar vary by report. See the Print Options Bar topic if you need additional assistance in choosing the appropriate option.