Subcategories allow you to organize transactions with the same SEC code into groups under a category. The fields on the Subcategory Definition page take precedence over the same fields on the Category Configuration page, but the subcategory settings must still fall within the parameters established by the FI.
Choose Administration | Subcategory Definition.
From the Subcategory Definition List, click Add.
To edit a subcategory, click the one to modify.
If you are adding a subcategory, choose the category and wait for the page to refresh.
Complete or modify the detail fields. Asterisks indicate required fields.
Choose Save.
Add or remove permitted Account Types, if necessary. Changes made to this section are saved automatically.
If the subcategory allows check scanning, add, edit, or delete Endorsement Options as necessary. Changes made to this section are saved automatically.
Add, edit, or delete Export Profiles as necessary. Changes made to this section are saved automatically.
If CAR/LAR is enabled for this subcategory, click Go in the Link to CAR/LAR/IQA Options section bar. Edit the CAR/LAR Options as necessary. Choose Save to return to the subcategory. Changes made to this page are saved automatically.
When you have finished, click Return.
Choose Home. The new subcategory should appear on the application home page and on the Transactions menu.