Changing the description of a transaction fee rule

This topic explains how to change the description of a transaction fee rule, and is also included in the process of creating a new transaction fee rule.

The transaction fee description is displayed in the invoice, and in the travel file, in the Transaction Fee section,  in the Details column.

Transaction fee descriptions are created in Setup - Definitions - Transaction Fee Description

If you are in the process of creating a new transaction fee rule, skip to step 3.

  1. Search for the transaction fee rule that you want to edit.

  2. Click the Edit icon in the row of the transaction fee rule you want to edit.

    The transaction fee rule is displayed.

  3. In the Description section, in the Name field, select the name of the transaction fee description from the drop-down list.

    Only transaction fee descriptions associated with the transaction fee event are displayed in the drop-down list.

  4. Click Save and Exit, or continue to edit the amounts of the transaction fee rule.

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