Creating transaction codes for comp authorizer

Use the Transaction Codes tab to create the transactions that each authorizer is allowed to comp, by department.

To create transaction codes for comp authorizers:

  1. Select Administration > Property > Comp Authorizer .
  2. Specify this information in the Transaction Filters section:
    Record Type
    The type of the transaction code added to the comp authorizer. The possible values are:
    • Transaction Code
    • Transaction Group
    • Transaction Department
    • Revenue Type
    • Comp Authorizer Role
    Code
    The transaction code linked to the comp authorizer.
    Note: 

    You must select the code based on the type of transaction selected in the Record Type field.

    Comp Department
    The comp department for which you want to create the transaction codes that can be approved by the comp authorizer.
  3. Specify one or more of these comp limit for the amounts in the Select Update Criteria section:
    • Per Transaction Comp Limit
    • Daily Comp Limit
    • Monthly Comp Limit
    • Yearly Comp Limit
  4. Click Update List to update the data with the specified criteria.
    Note: These values are defaulted from the Comp Authorizer Role screen. However, you can also manually specify this data.
  5. Click Save.
    Note: 

    You can also select authorizer role using Comp Authorizer Role.

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