Use Control Center to add or edit transaction categories and to add a transaction type to a Transaction categories are used to configure credit refinancing and overdue accrual types at the program level. A program transaction type is used to associate a transaction type with a transaction category. It can also be used to set the charge order.

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Credit program types require you to provide transaction categories.

To view the list of transaction categories through the Control Center, go to the main menu and select Configurations > Transaction categories. Select any transaction category to view its details.

You can also use the List transaction categories API to view the full list of transaction categories.

For information about transaction categories on the Pismo platform, refer to:

• How the program uses configurable entities with the Full balance credit program
• Transaction category structure related to accrual rate configuration

Add a transaction category

Credit programs are the only program type that require you to provide transaction categories.

To add a transaction category:

1. From the main menu, select Configurations > Transaction categories.

2. On the Transaction categories screen, select Create.

3. On the Create a transaction category screen, type a description and enter the default percentage rates for each displayed field.
   For Charge order, enter an integer to determine the priority order when discharging transaction balances (1 is the highest priority).

4. Select Next.

5. On the Program screen, select Add, select the programs to apply the category, and select Next.

6. On the Review screen, verify that the information you provided is correct and select Finish.

After you create a transaction category, you can add a transaction type to it.

Add a transaction type to a transaction category

To add a transaction type to a transaction category:

1. From the main menu, select Configurations > Transaction categories.

2. On the Transaction categories screen, select the category that you want to modify.

3. On the Transaction category details screen, select Add transaction types.

4. On the Add transaction types screen, select the Add button for the transaction type that you want to add.
   Note: If the transaction type is already associated with a transaction category, Control Center displays a notification dialog. If you proceed, the transaction type is unlinked from its current category and linked with the new one.

5. Select Next.

6. On the Review screen, verify that the information you provided is correct and select Finish.

Edit a transaction category

To edit a transaction category:

1. From the main menu, select Configurations > Transaction categories.

2. On the Transaction categories screen, select the transaction category you want to modify.

3. On the Transaction category details screen, select Edit for the value you want to change.

4. Enter the new value and select Save.