Your initial list of Transaction Codes can be added in bulk by reaching out directly to your Account Manager.
If your institution is just getting started, please download and fill in the template below, then send it to your Green Check Account Manager. Your Account Manager will work with you to help identify the right report, as well as review the mappings with you before they are made final.
You will need to provide your transaction codes to Green Check before you are able to begin importing core transaction data.
Adding or Editing Transaction Codes
Over time, you may find the need to add or edit transaction codes in Green Check. To do so, simply navigate to the Settings page and click on the Transaction Codes tab. Use the button in the top right corner to add new transactions codes. You'll be asked to enter the transaction code, name, type, and payment type (see below for definitions).
To edit an existing transaction code, select the record from the table and click the "edit" or "delete" button. Deleting a transaction code will not impact any existing transactions with this code, but will remove it from the mapping moving forward.
Classifying Transaction Codes
Once you've identified the list of transaction codes that are relevant to your cannabis accounts, the next step is to classify them by Transaction and Payment Type.
You may classify your transaction codes as one of the following payment types. Not all payment types are required.
How Transaction Codes are used
Your transaction codes will need to be mapped to a standard Transaction and Payment Type in Green Check allowing you to better understand each account's activity. How you classify transaction codes will also define how transaction activity is summarized in Monitoring Reviews of your cannabis accounts.