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Transactions

Add, edit, copy, or rename TransEditor groups

To add a TransEditor group:
  1. Select
    Configuration
    ,
    Advanced Setup
    , and then
    TransEditors
    .
  2. Select a company to view the list of TransEditors within the company.
  3. Select the group name for the TransEditor group.
    note
    Every company has a default TransEditor group created. This group can't be deleted.
  4. You can edit, duplicate, rename, and delete the TransEditor group from
    Actions
    .
  5. Select
    Add TransEditor Group
    .
  6. Select a company.
  7. Enter a unique group name.
  8. Enter the start and end dates. The end date isn't a required field.
  9. Enter any comments about the TransEditor group.
  10. Select
    Create
    , and then
    Confirm
    .
    note
    • By default, every new TransEditor Group's in checked out state. Select
      Check In
       if you're finished working with the TransEditor Group.
    • Select
      Add TransEditor
       to add a TransEditor to the TransEditor group.

This article applies to:

  • PRODUCT: ONESOURCE Determination,ONESOURCE Indirect Tax

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