Service Class Code Configuration

Service class codes are used when payments are sent to financial institutions on behalf of clients via electronic transmission files. The codes entered distinguish the type of transactions included in the transmission file.

1. From the Home screen, do one of the following:
   • Click Configure on the navigation panel.
   • Click Areas > Configure on the menubar.
   • Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

1. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Accounting on the navigation panel or Areas > Accounting on the menubar.
3. Click Service Class Codes on the navigation panel. A list of currently installed service class codes displays. Click the view filter at the top of the screen to determine which type of codes to display:
   
   • Service Class Codes – Bank: These codes are available for selection when using the Define Bank Account action.
   • Service Class Codes - Account: These codes are available when adding payment methods in Contact Detail. They are applicable only for bank accounts in the United States; they cannot be entered for Canadian bank accounts.

You can do the following from here:

1. • Add a Service Class Code

     1. Do one of the following:

        • Click the Add button to the left of the list.

        • With focus on the list, press [Insert] on your keyboard.

        • Press [Ctrl] + N.

     2. Type the new Code. Bank service class codes must be three digits long, while Account service class codes must be two digits long. Codes can contain numeric values only.

     3. Enter a Description.

        1. If you have more than one language available, the Description you enter populates for every language.

        2. To change the Description that will display in a different language, select the Language from the list or the dropdown menu and enter a Description.
        3. The Update matching descriptions in other languages options defaults as checked or unchecked based on your previous selection for it. The option cannot be changed during this workflow.

     4. Click Finish to complete the record.
        
        Click Add to complete the entry and add another code.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.

   • Edit a Service Class Code

     1. Click to highlight the appropriate code in the list, and then do one of the following:

        • Click the Edit button to the left of the list.

        • Press [Enter].

        • Press [Ctrl] + O.

     2. Revise the Code and Description as necessary. If the code is currently in use, only the Description is revisable.

        • If the Update matching descriptions in other languages option is checked and descriptions for more than one language match, any change you make to one description will be applied to the other description after you click Finish. Deselect this box if you prefer to update each description individually.

     3. Click Finish to complete the record.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes.

   • Delete a Service Class Code

     1. Click to highlight the code that you wish to delete in the list on the right. Codes that are currently in use cannot be deleted.

     2. Do one of the following:

        • Click the Delete button to the left of the list.

        • Press [Delete] on your keyboard.

        • Press [Ctrl] + D.

     3. You are prompted: "Do you wish to delete this record?" Click Yes.

   • Print a List of Service Class Codes
     1. Do one of the following:
        • Click the Print button to the left of the list.
        • Click Print > Listview on the options bar.
        • Click File > Print > Listview on the menubar.
     2. The Print window displays. Print this list as you would any other document.