NextGen Knowledge Center

Set Up Batch Transaction Categories

Using batch transaction categories can aid you in reporting the service location of transactions and the location of bank deposits. You can use this information to map the posted revenue in NextGen® Enterprise PM to any linked third-party software.

When you give a caption for a transaction category, the following items are added and labeled with the caption name:
  • Batch Transaction Category master list in File Maintenance
  • Option in the Remittance Profile library in File Maintenance
  • Transaction category field in the Batch Maintenance window in NextGen® Enterprise PM
  • Batch Transaction Category column in several NextGen® Enterprise PM reports
  1. To open the Practice Preferences window, do one of the following:
    • In NextGen® Enterprise PM, select Admin > > Preferences > Practice.
    • In File Maintenance, select Master Files > System > Practices, double-click a practice name, and then select Preferences.
  2. From Preference List, select General, and then select Enable batch transaction category field.
  3. In the required Caption field, enter a name.
  4. Open File Maintenance, and then select Master Lists .
  5. In the Master Lists List window, from Master List, select the list that has the same name you entered in the Caption field.
    Select from the Master List

  6. To create master list entries, select the file icon, and then select New,
  7. From File Maintenance, select Libraries, and then select Remittance Profile.
  8. In the Remittance Profiles List window, select Default Remittance Profile.
  9. In the Remittance Profile window, in the Setting column for the Default transaction category value option, select the default value from the list to use for posted transactions that originate from ERA files.
    Select the default transaction category value in the Remittance Profile window

  10. Select OK.
    The default transaction category is set up.
Set Up Batch Transaction Categories