Creating identifier types

Identifier types are groups of identifiers. An identifier type can have several identifiers linked to it. When you select an identifier on a processing rule, the system will look for an identifier within the group that matches the statement line description and pull the distribution information from the identifier.

  1. Access Treasury Administrator > Cash Setup > Cash Transaction Setup > Identifier Types.
  2. From the Actions menu, select Create.

    Use the following guidelines to enter field values:

    Identifier Type

    Group of identifiers


    Description of the identifier type


    Indicates if the record is active or not

  3. Click Save.