Creating a new transaction fee description

This topic explains how to create a new transaction fee description.

• How

1. Go to Setup – Definitions - Transaction Fee Description.

   

2. Click Click here to add a new Transaction Fee Description.

   The New Item page is displayed.

   

3. In the Name field, enter the name of the transaction fee description. This is a mandatory field.

4. In the Event field, from the drop-down list, select the transaction fee event to associate with the transaction fee description.

5. In the Description field, enter the description itself. This is the text that is displayed in the travel file and in the invoice.

The description text can include one or more fields (displayed beneath the Description area) that are populated according to the travel file data.

Click here for a detailed example. The Add Hotel Service description you create can be as follows: Add hotel service - <Service name>. Whenever a transaction fee is created with that description, the description is going to include the name of the service, for example: Add hotel service - The Waldorf Hotel Add hotel service - Tavistock Add hotel service - Four Seasons Hotel

6. Click Save.

Related links

• Transaction Fees

• Setup - Definitions - Transaction Fee Description

• Changing the description of a transaction fee rule