Option sets items

Admission application types

Admission application types are standardized categories that define the various kinds of admission applications an organization accepts. You can access the details by opening the item to view its option set values. 

Each value in the option set is presented in a grid format with the following columns: 

• Short Name – A brief or alternate label for the option. 
• Name – The complete name of the admission application type.
• Is Active – Indicates whether the option is currently active or has been deactivated.
• Usage – Displays the number of times this value is used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set.

To learn how to add, edit, reorder, deactivate, or delete an option sets value, follow the link: What are option sets. 

Admission statuses

Admission statuses are descriptive labels used to represent the current stage or final decision of an application—such as Pending, Accepted, Waitlisted, or Rejected. To view the available statuses, open the item to access the option set values.

Each status is listed in a grid format with the following columns:

• Short Name – A brief or alternative label for the status.
• Name – The full name of the status option.
• Is Active – Indicates whether the status is currently active or has been deactivated.
• Usage – Reflects how frequently the status is being used throughout the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set.

Agreement types

Agreement types categorize different kinds of contracts or arrangements that define the terms, responsibilities, and rights of the parties involved. To view the available types, open the item to access the option set values.

Each option set value is displayed in a grid format with the following columns:

• Short Name – A brief or alternative label for the agreement type.
• Category – Groups agreement types into broader classifications such as Full-time, Fixed, Temporary, and others.
• Name – The full, descriptive name of the agreement type.
• Is Paid for Time Off – Indicates whether the agreement includes entitlement to paid time off.
• Is Wage Applicable – Specifies if pay is based on hours worked, with amounts that may vary over time.
• Is Salary Applicable – Denotes a fixed annual salary paid at regular intervals.
• Is Permanent Agreement – Shows whether the agreement is considered permanent.
• Is Contracted Amount Applicable – Indicates whether a predefined contractual amount is applied for billing or payment.
• Is Active – States whether the agreement type is currently active or deactivated.
• Usage – Displays how frequently the agreement type is used throughout the system.

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set.

How to add a new option set value 

To create a new option set value, click Add New in the top-right corner of the page. This action opens a modal window where you can enter the details for the new option.

In the modal window, complete the following fields: 

• Name (required) – Enter the full name of the new option. This is the primary label that will appear throughout the system.
• Color (optional) – Select a color from the palette to visually distinguish this option.
• Icon (required) – Choose an icon from the dropdown icon library to represent the option visually.
• Short Name (required) – Provide a shorter label or abbreviation that will be displayed in compact views. 
• Category (required) – Select the appropriate category from the dropdown to group the option under a relevant classification.
• Company (required) – Choose the company that this option applies to from the dropdown list.
• Is Paid for Time Off (optional) – Check this box if the agreement includes paid time off.
• Is Wage Applicable (optional) – Check this box if the option applies to hourly wage agreements.
• Is Salary Applicable (optional) – Check this box if the option applies to fixed annual salary arrangements.
• Is Permanent Agreement (optional) – Check this box if the agreement type is permanent. 
• Is Contracted Amount Applicable (optional) – Check this box if a contracted amount is used for billing or payment.

Once all required fields are completed, click Save to create and add the new option sets value.

Asset disposal reason

Asset disposal reason defines the justification for removing an asset from a company’s records—such as a sale, damage, loss, or obsolescence. To view the available reasons, open the item to access the option set values.

Each option set value is displayed in a grid format with the following columns: 

• Name – The full name of the disposal reason.
• Is Active – Indicates whether the reason is currently active or has been deactivated.
• Usage – Shows how many times the value is being used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set.

How to add a new option set value 

To create a new option set value, first navigate to the relevant entity where the option set is used. Once there, click Add New in the top-right corner of the page. This action will open a modal window where you can define the details of the new option.

In the modal window, complete the following fields: 

• Name (required) – Enter the full name of the new option. This name will appear in selection lists and reports.
• Color (optional) – Choose a color from the palette to visually distinguish the option. This can help users quickly identify or categorize specific values.

After entering the required information, click Save to add the new option set value. The new entry will now appear in the grid and can be used across the system wherever that option set is applied.

Asset types 

Asset types are categories used to group and classify assets according to their nature, function, or characteristics. These classifications help organize and manage assets efficiently within the system. To view the available types, open the item to access the option set values. 

Each option set value is presented in a grid format with the following columns: 

• Short Name – A brief or alternate label for the asset type. 
• Name – The full name of the asset type. 
• Can Show in Tabs – Indicates whether the asset type is visible across the Assets module (e.g., Asset Models, Asset Kits, Asset Labels, and others). 
• Default Life of Assets in Months – Displays the default useful life of the asset type, measured in months. 
• Is Default – Specifies that this asset type will be automatically assigned to new assets unless a different type is selected. 
• Is Serial Number Required – Indicates whether a serial number must be entered for assets of this type. 
• Is Tag Number Required – Indicates whether a tag number is required for identification. 
• Is Active – Shows whether the asset type is currently active or has been deactivated. 
• Usage – Displays how many times this asset type is currently used across the system.

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set. 

How to add a new option set value 

To create a new option set value, navigate to the relevant entity where the option set applies. Then, click Add New in the top-right corner of the page. A modal window will appear, allowing you to define the details of the new option.

In the modal window, complete the following fields: 

• Name (required) – Enter the full name of the new option. This is the primary label that will appear throughout the system.
• Color (optional) – Choose a color from the palette to visually differentiate this option.
• Icon (required) – Select an icon from the icon library dropdown to represent the option visually.
• Short Name (required) – Provide a shorter label or abbreviation for use in condensed views.
• Can Show in Tabs (optional) – Tick this box if the asset type should be visible across the Assets module (e.g., Asset Models, Asset Kits, Asset Labels).
• Default Life of Assets in Months (required) – Enter the default useful life of the asset type, either by typing a value or using the counter.
• Is Default (optional) – Tick this box to make this asset type the default for newly created assets, unless another type is selected.
• Is Serial Number Required (optional) – Tick this box if a serial number is mandatory for assets of this type.
• Is Tag Number Required (optional) – Tick this box if a tag number must be provided for this asset type.

Once all required details are entered, click Save to add the new option set value. The new record will appear in the grid and become available for use throughout the system.

Company weekend settings

Company weekend settings define which days of the week are designated as weekends within the system. For organizations operating across multiple regions, these settings can be customized for each company to reflect local practices and schedules. To view the available configurations, open the item to access the option set values.

Each option set value is presented in a grid format with the following columns: 

• Short Name – A brief or alternate label for the weekend setting. 
• Name – The full name of the weekend setting. 
• Day of Week – Displays the specific day of the week defined as a weekend. 
• Is Active – Indicates whether the setting is currently active or has been deactivated. 
• Usage – Shows how many times the value is currently used across the system.

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set.

How to add a new option set value 

To create a new option set, navigate to the relevant entity where the option set applies. Then, click Add New in the top-right corner of the page. A modal window will appear, allowing you to enter the details for the new option.

In the modal window, complete the following fields: 

• Name (required) – Enter the full name of the new option. This will be the primary label displayed throughout the system. 
• Color (optional) – Choose a color from the palette to visually identify or differentiate the option. 
• Icon (required) – Select an icon from the icon library dropdown to represent the option visually. 
• Short Name (required) – Provide a shorter label or abbreviation for use in compact views. 
• Company (required) – Select the applicable company from the dropdown list. 
• Day of Week (required) – Choose the relevant day of the week from the dropdown menu.

After completing all required fields, click Save to add the new option set value. The new entry will then appear in the grid and be available for use across the system.

Contract statuses

Contract statuses define the current stage or condition of a contract — for example, Draft, Active, Expired, Cancelled, or any other status relevant to your organization’s processes. To view the available statuses, open the item to access the option set values.

Each option set value is presented in a grid format with the following columns: 

• Short Name – A concise label or abbreviation for the contract status. 
• Category – Groups contracts into broader classifications such as Active, Closed, Default, or Pending.
• Name – The full name of the contract status.
• Is Active – Indicates whether the status is currently active or has been deactivated.
• Usage – Displays how many times the value is currently being used across the system.

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set. 

How to add a new option set value 

To create a new option set value, navigate to the relevant entity where the option set applies. Then, click Add New in the top-right corner of the page. A modal window will appear, allowing you to enter the details for the new option.

In the modal window, complete the following fields: 

• Name (required) – Enter the full name of the new option. This will serve as the main label displayed across the system.
• Color (optional) – Select a color from the palette to visually distinguish this option.
• Icon (required) – Choose an icon from the icon library dropdown to visually represent the option.
• Short Name (required) – Provide a shorter label or abbreviation for compact display areas.
• Category (optional) – Select a classification from the dropdown menu, such as Active, Closed, Default, or Pending.

After completing the required information, click Save to add the new option set value. The newly created value will appear in the grid and become available for use across the system.

Day time parts 

Day time parts are predefined segments of the day used to categorize or book specific types of time off. These segments allow users to select predefined portions of a workday—such as one or more hours, the first part of the day, or the second half of the day—when recording leave or scheduling time. 

To view the available options, open the item to access the option set values.

Each option set value is displayed in a grid format with the following columns:

• Short Name – A brief label or abbreviation for the option.
• Name – The full name of the option.
• Day Hour – Displays the number of hours associated with the day segment.
• Day Part – Indicates which part of the day the option represents (e.g., morning, afternoon). 
• Is Active – Specifies whether the option is currently active or has been deactivated.
• Usage – Shows how many times the value is currently being used across the system.

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

How to add a new option set value 

To create a new option set value, navigate to the relevant entity where the option set applies. Click Add New in the top-right corner of the page to open a modal window.

In the modal window, fill out the following fields:

• Name (required) – Enter the full name of the new option.
• Color (optional) – Select a color from the palette to visually identify the option.
• Icon (required) – Choose an icon from the icon library dropdown to represent the option.
• Short Name (required) – Provide a shorter label or abbreviation.
• Day Hour (required) – Enter the value manually or use the counter to specify the number of hours.
• Day Part (required) – Enter the part of the day manually or use the counter to define the time segment.

After completing the fields, click Save to add the new value. The new option will then appear in the grid and become available for use throughout the system.

Discounts

Discounts define how price reductions are configured, managed, and displayed within Vault Synapse. This feature allows organizations to standardize discount options for consistent application across the system. To view the available discount types, open the item to access the option set values.

Each option set value is presented in a grid format with the following columns:

• Short Name – A brief or alternate label for the discount option.
• Name – The full descriptive name of the discount option. 
• Is Active – Indicates whether the discount option is currently active or has been deactivated. 
• Usage – Displays how many times this value is currently being used throughout the system.

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set.

Incoming items statuses

Incoming items statuses help users monitor and manage the progress of each item throughout the receiving workflow — from the moment it is ordered to when it is inspected, stored, or rejected. To view the available options, open the item to access the option set values.

Each option set value is displayed in a grid format with the following columns:

• Short Name – A brief or alternate label for the status.
• Name – The full name of the status option.
• Is Default Value – Indicates that any new incoming item will automatically use this option unless a different one is selected. 
• Is Comment Required – Specifies that users must provide a comment when selecting this status.
• Is Approval Trigger Value – Determines whether changing to this status should initiate an approval workflow.
• Is Approval Response Value – Marks this status as one used to respond to an approval request.
• Is Approval Response Neutral – Identifies a neutral response in the approval process, such as Deferred or Needs Review.
• Is Approval Response Positive – Indicates the status represents a positive approval outcome.
• Is Approval Response Negative – Indicates the status represents a negative approval outcome.
• Status Value – Displays whether the item is Pending, Active, or Closed.
• Action Name – Specifies the action associated with this status, such as New, Verify, Pending Approval, or Ready for Payment.
• Is Active – Shows whether the status is currently active or has been deactivated.
• Usage – Displays how many times this status is currently being used across the system.

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set. 

How to add a new option set value

To create a new option set value, navigate to the relevant entity where the option set applies. Click Add New in the top-right corner of the page to open a modal window.

In the modal window, fill out the following fields:

• Name (required) – Enter the full name of the new option.
• Color (optional) – Select a color from the palette to visually distinguish the option.
• Icon (required) – Choose an icon from the icon library dropdown to represent the option visually.
• Short Name – Provide an abbreviated or alternate label.
• Is Default Value – Tick this box if this should be the default option.
• Is Comment Required – Tick this box if users must provide a comment when using this status.
• Is Approval Trigger Value – Tick this box if this status should trigger an approval workflow.
• Is Approval Response Value – Tick this box if this status is part of the approval response process.
• Is Approval Response Neutral – Tick this box if the status represents a neutral response, such as Deferred or Needs Review.
• Is Approval Response Positive – Tick this box if the status indicates a positive approval outcome.
• Is Approval Response Negative – Tick this box if the status indicates a negative approval outcome. 
• Status Value (required) – Select Pending, Active, or Closed from the dropdown.
• Action Name – Enter the name of the action for this status, such as New, Verify, or Approve. 
• Is Active – Specify whether the status is active or deactivated. 

After completing the fields, click Save to add the new value. The newly created option will appear in the grid and will be available for use throughout the system.

Industries

Industries provide a predefined list of categories that users can select from — either a single value or, in some cases, multiple values. This ensures consistent classification of companies, accounts, and contacts within the system, using categories such as Finance, Technology, Healthcare, and others. To view the available options, open the item to access the option set values.

Each option set value is displayed in a grid format with the following columns:

• Short Name – An abbreviated or alternate label, such as HR or SaaS.
• Name – The full descriptive name of the option, such as Human Resources or Software as a Service.
• Is Active – Indicates whether the option is currently active or has been deactivated.
• Usage – Displays how many times the value is currently being used across the system.

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set.

Invoice statuses

Invoice statuses define the current state or stage of an invoice within the billing and payment process. These statuses help track invoices from creation through approval, payment, or closure. To view the available options, open the item to access the option set values.

Each option set value is displayed in a grid format with the following columns:

• Short Name – A concise or alternate label for the status.
• Category – Groups invoices into broader classifications such as Active, Closed, Default, or Pending.
• Name – The full name of the invoice status.
• Is Active – Indicates whether the status is currently active or has been deactivated.
• Usage – Displays how many times the value is currently used across the system.

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set.

How to add a new option set value 

To create a new option set value, navigate to the relevant entity where the option set applies. Click Add New in the top-right corner of the page to open a modal window.

In the modal window, complete the following fields:

• Name (required) – Enter the full name of the new option.
• Color (optional) – Choose a color from the palette to visually distinguish the option.
• Icon (required) – Select an icon from the icon library dropdown to represent the option visually.
• Short Name (required) – Provide a shorter label or abbreviation.
• Category (required) – Select the appropriate classification, such as Active, Closed, Default, or Pending, from the dropdown menu.

Once all required details are entered, click Save to add the new value. The new option will then appear in the grid and become available for use throughout the system.

Job opening types

Job opening types categorize and define different types of job vacancies within an organization, helping to organize and manage recruitment processes effectively. To view the available types, open the item to access the option set values.

Each option set value is displayed in a grid format with the following columns:

• Short Name – A concise label or abbreviation for the job opening type.
• Name – The full descriptive name of the option.
• Is Active – Indicates whether the option is currently active or has been deactivated.
• Usage – Displays how many times the value is currently being used across the system.

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set.

Opportunity sources

Opportunity sources provide a predefined list of values that identify the various channels or origins through which business opportunities are generated. These sources help track and analyze where leads or prospects come from, such as Job Boards or Recruitment Agencies. To view the available options, open the item to access the option set values. 

Each option set value is displayed in a grid format with the following columns:

• Short Name – A brief label or abbreviation, such as JB for Job Boards or RA for Recruitment Agency.
• Name – The full descriptive name of the source, such as Job Boards or Recruitment Agency.
• Is Active – Indicates whether the source is currently active or has been deactivated.
• Usage – Displays how many times the value is currently being used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set.

Opportunity statuses 

Opportunity statuses define the different stages or conditions that an opportunity can progress through within a business or CRM system. These statuses help track the lifecycle of each opportunity — from creation to closure. To view the available statuses, open the item to access the option set values. 

Each option set value is displayed in a grid format with the following columns: 

• Short Name – A concise or alternate label for the status. 
• Category – Groups opportunities into broader classifications such as Closed, Default, Executed, or Upcoming. 
• Name – The full descriptive name of the status. 
• Is Active – Indicates whether the status is currently active or has been deactivated. 
• Usage – Displays how many times the value is currently being used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set.

How to add a new option set value  

To create a new option set value, navigate to the relevant entity where the option set applies. Click Add New in the top-right corner of the page to open a modal window. 

In the modal window, complete the following fields:  

• Name (required) – Enter the full name of the new option. 
• Color (optional) – Choose a color from the palette to visually distinguish the option. 
• Icon (required) – Select an icon from the icon library dropdown to represent the option visually. 
• Short Name (required) – Provide a shorter label or abbreviation for the option. 
• Category (required) – Select the appropriate classification, such as Closed, Default, Executed, or Upcoming, from the dropdown menu. 

After filling out the necessary fields, click Save to add the new value. The new option will appear in the grid and become available for use across the system. 

Opportunity types  

Opportunity types categorize sales prospects or deals to help businesses distinguish between different types of opportunities and effectively track their unique sales cycles. To view the available options, open the item to access the option set values. 

Each option set value is displayed in a grid format with the following columns: 

• Short Name – A concise or alternate label for the opportunity type. 
• Name – The full descriptive name of the option. 
• Is Active – Indicates whether the option is currently active or has been deactivated. 
• Usage – Displays how many times the value is currently being used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set.

How to add a new option set value  

To create a new option set value, navigate to the relevant entity where the option set applies. Click Add New in the top-right corner of the page to open a modal window. 

In the modal window, complete the following fields:  

• Name (required) – Enter the full name of the new option. 
• Color (optional) – Choose a color from the palette to visually differentiate the option. 
• Icon (required) – Select an icon from the icon library dropdown to represent the option visually. 
• Short Name (required) – Provide a shorter label or abbreviation for the option. 
• Category (required) – Select the appropriate classification, such as Closed, Default, Executed, or Upcoming, from the dropdown menu. 

After entering the necessary details, click Save to add the new value. The new option will appear in the grid and become available for use throughout the system. 

Payment terms  

Payment terms define the conditions under which a buyer agrees to pay a seller for goods or services. These settings specify key details such as the payment timeline, applicable discounts, and due dates. To view the available payment terms, open the item to access the option set values. 

Each option set value is displayed in a grid format with the following columns: 

• Name – The full name of the payment term option. 
• Payment Term Type – Indicates whether the term follows a Standard structure, where payment is due a set number of days after the invoice date, or a Date Driven structure, where the payment deadline is fixed to a specific calendar date regardless of when the invoice is issued. 
• Net Due In – Specifies the number of days within which the total amount must be paid from the invoice date. 
• Net Due Before – Indicates the exact deadline by which the full balance must be paid. 
• Due Next Month if Issued Within – Prevents payments from becoming due just a few days after invoices sent at the end of the month. 
• Discount Percentage – Displays the discount rate offered on early payments. 
• Discount if Paid Within – Defines the discount available if payment is made within a specified number of days. 
• Discount if Paid Before – Refers to an early payment discount that encourages customers to settle invoices before the standard due date. 
• Description – Provides a brief explanation of the payment term. 
• Is Active – Indicates whether the payment term is currently active or has been deactivated. 
• Usage – Displays how many times the value is currently being used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set. 

How to add a new option set value  

To create a new payment term, navigate to the relevant entity where the option set applies and click Add New in the top-right corner of the page. A modal window will appear, allowing you to define the details of the new payment term. 

In the modal window, complete the following fields: 

• Name (required) – Enter the full name of the new payment term. 
• Payment Term Type (required) – Choose between Standard or Date Driven from the dropdown menu. 
• Net Due In (required) – Enter the number of days the payment is due after the invoice date, either manually or using the counter. 
• Discount Percentage (required) – Specify the discount percentage by typing the value or using the counter. 
• Discount if Paid Within (Days) (required) – Enter the number of days within which the buyer must pay to qualify for the discount. 
• Description (optional) – Add a short description to explain the purpose or usage of the payment term. 

Once the details are filled out, click Save to add the new payment term. The new value will appear in the grid and become available for use across the system. 

Payroll lengths 

Payroll lengths define standardized time intervals that determine the structure of pay cycles and how payroll periods are segmented for calculation, reporting, and compliance purposes. These settings help ensure consistency across payroll processing within the organization. To view the available payroll lengths, open the item to access the option set values. 

Each option set value is displayed in a grid format with the following columns: 

• Short Name – A brief or alternate label for the payroll length. 
• Category – Groups payroll lengths into broader classifications such as Basic (for a full month worked) or Partial (for only part of the payroll cycle). 
• Name – The full name of the payroll length option. 
• Hours Expected – Indicates the number of hours expected to be worked according to the employee’s contract for the specified period. 
• Is Active – Shows whether the option is currently active or has been deactivated. 
• Usage – Displays how many times the value is currently being used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set. 

How to add a new option set value  

To create a new payroll length, navigate to the relevant entity where the option set applies. Click Add New in the top-right corner of the page to open a modal window. 

In the modal window, complete the following fields: 

• Name (required) – Enter the full name of the new payroll length. 
• Color (optional) – Select a color from the palette to visually differentiate the option. 
• Icon (required) – Choose an icon from the icon library dropdown to represent the option visually. 
• Short Name (required) – Provide a shorter label or abbreviation. 
• Category (required) – Select the appropriate classification, such as Basic or Partial, from the dropdown menu. 
• Hours Expected (required) – Enter the expected number of hours manually or use the counter to specify the value. 

After filling out the required information, click Save to add the new option set value. The new entry will appear in the grid and become available for use across the system. 

Position types 

Position types define the characteristics of a specific job position or employment relationship, including its function, hierarchy, and contractual expectations. They can represent categories such as Executive, Managerial, or Specialist roles, and may also define contractual terms such as average working hours. To view the available options, open the item to access the option set values. 

Each option set value is displayed in a grid format with the following columns: 

• Short Name – A brief or alternate label for the position type. 
• Category – Groups positions into broader classifications such as Development, Non-Production, Infrastructure, or others defined by an administrator. 
• Name – The full descriptive name of the position type. 
• Is Featuring in ERP – Indicates that the position type is visible across other Vault Synapse modules. 
• Is Producing Role – Identifies whether the position is billable or revenue-generating. 
• Hours Average – Displays the average number of working hours expected for the position. 
• Is Active – Shows whether the position type is currently active or has been deactivated. 
• Usage – Displays how many times the value is currently used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set. 

How to add a new option set value  

To create a new position type, navigate to the relevant entity where the option set applies and click Add New in the top-right corner of the page. A modal window will appear where you can define the details of the new option. 

In the modal window, fill out the following fields: 

• Name (required) – Enter the full name of the new position type. 
• Color (optional) – Select a color from the palette to visually distinguish the option. 
• Icon (required) – Choose an icon from the icon library dropdown to represent the option. 
• Short Name (required) – Provide a shorter label or abbreviation. 
• Category (required) – Select the applicable category from the dropdown list. 
• Is Featuring in ERP (optional) – Tick this box if the position should be visible across other Vault Synapse modules. 
• Is Producing Role (optional) – Tick this box if the position represents a billable role. 
• Hours Average (required) – Enter the average working hours manually or use the counter to set the value. 

After entering the required information, click Save to add the new option set value. The new record will appear in the grid and become available for use across the system. 

Project phases 

Project phases provide a structured way to define and manage the distinct stages of a project’s lifecycle. Using option sets ensures consistency in how phases are labeled, tracked, and reported across all projects. To view the available phases, open the item to access the option set values. 

Each option set value is displayed in a grid format with the following columns: 

• Short Name – A brief or alternate label for the project phase. 
• Name – The full descriptive name of the phase. 
• Is Active – Indicates whether the phase is currently active or has been deactivated. 
• Usage – Displays how many times the value is currently used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set. 

Project statuses  

Project statuses define the current stage or overall condition of a project. Using option sets ensures consistency in how project progress is categorized and tracked throughout its lifecycle. To view the available statuses, open the item to access the option set values. 

Each option set value is displayed in a grid format with the following columns: 

• Short Name – A brief or alternate label for the project status. 
• Category – Groups project statuses into broader categories such as Closed, New, Pending, or Testing. 
• Is Visible Once Selected – Determines whether the selected status is displayed across other Vault Synapse modules. 
• Name – The full descriptive name of the project status. 
• Is Active – Indicates whether the status is currently active or has been deactivated. 
• Usage – Displays how many times the value is currently being used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set. 

How to add a new option set value  

To create a new project status, navigate to the relevant entity where the option set applies and click Add New in the top-right corner of the page. A modal window will appear where you can define the details of the new option. 

In the modal window, fill out the following fields: 

• Name (required) – Enter the full name of the new project status. 
• Color (optional) – Select a color from the palette to visually distinguish the option. 
• Icon (required) – Choose an icon from the icon library dropdown to represent the status. 
• Short Name (required) – Provide a shorter label or abbreviation for the status. 
• Category (required) – Select the appropriate category, such as Closed, New, Pending, or Testing, from the dropdown menu.
• Is Visible Once Selected – Tick this option if the status should be visible across other modules. 

After completing the fields, click Save to add the new project status. The newly created value will appear in the grid and become available for use across the system.

Project tasklist types

Project tasklist types provide standardized categories that can be assigned to tasklists, helping teams organize and manage tasks consistently across different types of projects. To view the available tasklist types, open the item to access the option set values. 

Each option set value is displayed in a grid format with the following columns: 

• Short Name – A brief label or abbreviation used to identify the task. 
• Name – The full name of the tasklist type. 
• Is Archive – Indicates that the task is archived and no longer active. 
• Is Zombie – Marks a task that has completed execution but still appears in the system’s process list. 
• Is Other – Flags tasks that do not fit into predefined categories. 
• Is Tasks – Specifies that the item belongs to the main tasklist. 
• Is Release – Identifies tasks associated with software or project releases. 
• Is Unknown – Used when the task’s type or status cannot be determined. 
• Task List Type – Defines how the tasklist is classified or grouped (e.g., Archive, Zombie, Other, Tasks, Release, or Unknown). 
• Is Shown in Calendar – Indicates whether the task appears on the user’s calendar view. 
• Has Name Match – Shows that the task name matches a search or filter criterion. 
• Is Due Date Allowed – Specifies whether a due date can be assigned to the task. 
• Is Active – Indicates whether the option is currently active or has been deactivated. 
• Usage – Displays how many times the value is currently being used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set. 

How to add a new option set value  

To create a new tasklist type, navigate to the relevant entity where the option set applies and click Add New in the top-right corner of the page. A modal window will appear where you can define the details of the new option. 

In the modal window, complete the following fields:  

• Name (required) – Enter the full name of the new option. 
• Color (optional) – Select a color from the palette to visually distinguish the option. 
• Icon (required) – Choose an icon from the icon library dropdown to represent the option. 
• Short Name (required) – Provide a shorter label or abbreviation. 
• Is Archive (optional) – Tick this box if the option represents an archived task. 
• Is Zombie (optional) – Tick this box if the task is completed but still appears in process lists. 
• Is Other (optional) – Tick this box if the task doesn’t fit into a predefined category. 
• Is Tasks (optional) – Tick this box if the task belongs to the main tasklist. 
• Is Release (optional) – Tick this box if the task relates to a software or project release. 
• Is Unknown (optional) – Tick this box if the task’s type or status is indeterminate. 
• Task List Type (required) – Select the appropriate classification from the dropdown menu. 
• Is Shown in Calendar (optional) – Tick this box if the task should appear in the calendar view. 
• Has Name Match (optional) – Tick this box if the task name should be matched with search or filters. 
• Is Due Date Allowed (optional) – Tick this box if a due date can be assigned to the task. 

After completing the fields, click Save to add the new value. The new option will appear in the grid and become available for use throughout the system.

Project types  

Project types are predefined categories used to classify projects based on their nature, purpose, or scope. Each project type within an option set can define unique attributes, workflows, or configurations that support consistent project management across the organization. To view the available types, open the item to access the option set values. 

Each option set value is displayed in a grid format with the following columns: 

• Short Name – A concise or alternate label for the project type. 
• Name – The full descriptive name of the option. 
• Is Time Cost – Indicates that the project’s cost is based on time spent (such as hours, duration, or rate per time unit) rather than a fixed price. 
• Is Internal – Identifies whether the project type is designated for internal use. 
• Is Active – Shows whether the option is currently active or has been deactivated. 
• Usage – Displays how many times the value is currently being used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set. 

How to add a new option set value  

To create a new project type, navigate to the relevant entity where the option set applies and click Add New in the top-right corner of the page. A modal window will open where you can define the new project type details. 

In the modal window, complete the following fields:  

• Name (required) – Enter the full name of the new project type. 
• Color (optional) – Choose a color from the palette to visually distinguish the type. 
• Icon (required) – Select an icon from the icon library dropdown to represent the project type visually. 
• Short Name (required) – Provide a shorter label or abbreviation for quick reference. 
• Is Time Cost (optional) – Tick this box if the project’s cost is based on time spent rather than a fixed price. 

After entering the details, click Save to add the new value. The new project type will appear in the grid and become available for use throughout the system. 

Purchase order statuses 

Purchase order statuses are predefined selectable values that represent the various stages or conditions of a purchase order within the system. These option sets standardize how purchase order progress is tracked and support workflow automation across the organization. To view the available statuses, open the item to access the option set values. 

Each option set value is displayed in a grid format with the following columns: 

• Short Name – A concise or alternate label for the purchase order status. 
• Category – Groups statuses into broader classifications such as Closed, Default, Executed, or Upcoming. 
• Name – The full descriptive name of the option. 
• Is Default Value – Indicates whether this status is automatically applied when a new purchase order is created. 
• Is Comment Required – Specifies if users must enter a comment when selecting this status. 
• Is Approval Trigger Value – Determines whether changing to this status initiates an approval workflow. 
• Is Approval Response Value – Flags this status as one used for responding to an approval request. 
• Is Approval Response Neutral – Identifies a neutral response in the approval process, such as Deferred or Needs Review. 
• Is Approval Response Positive – Indicates that the status represents a positive approval outcome. 
• Is Approval Response Negative – Indicates that the status represents a negative approval outcome. 
• Status Value – Displays whether the purchase order is Active, Pending, or Closed. 
• Action Name – The name or label for the action associated with this status (e.g., Submit, Approve, Partially Delivered). 
• Is Active – Shows whether the option is currently active or has been deactivated. 
• Usage – Displays how many times the value is currently being used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set. 

How to add a new option set value  

To create a new purchase order status, navigate to the relevant entity where the option set applies and click Add New in the top-right corner of the page. A modal window will appear where you can define the details of the new status. 

In the modal window, complete the following fields:  

• Name (required) – Enter the full name of the new status. 
• Color (optional) – Choose a color from the palette to visually distinguish the status. 
• Icon (required) – Select an icon from the icon library dropdown to represent the status visually. 
• Short Name (required) – Provide a shorter label or abbreviation. 
• Category (required) – Select the appropriate classification such as Active, Closed, Default, or Pending from the dropdown. 
• Is Default Value (optional) – Tick this box if the status should be applied automatically to new purchase orders. 
• Is Comment Required (optional) – Tick this box if users must enter a comment when selecting the status. 
• Is Approval Trigger Value (optional) – Tick this box if this status should initiate an approval workflow. 
• Is Approval Response Value (optional) – Tick this box if the status is used to respond to approval requests. 
• Is Approval Response Neutral (optional) – Tick this box for neutral responses, such as Deferred or Needs Review. 
• Is Approval Response Positive (optional) – Tick this box if the status represents a positive approval outcome. 
• Is Approval Response Negative (optional) – Tick this box if the status represents a negative approval outcome. 
• Status Value (required) – Select Pending, Active, or Closed from the dropdown. 
• Action Name (optional) – Provide a label for the action associated with this status (e.g., Submit, Reject). 

After completing the fields, click Save to add the new value. The new status will appear in the grid and be available for use across the system. 

Security levels 

Security levels in option sets define user permissions and access restrictions within the system — determining who can view, edit, approve, or manage specific records. These settings help maintain data security and enforce role-based access control. To view the available options, open the item to access the option set values. 

Each option set value is displayed in a grid format with the following columns: 

• Short Name – A concise or alternate label for the security level. 
• Name – The full descriptive name of the option. 
• Security Level – Specifies the degree of access control or restriction applied to the record. 
• Is Active – Indicates whether the option is currently active or has been deactivated. 
• Usage – Displays how many times the value is currently being used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set. 

How to add a new option set value  

To create a new security level, navigate to the relevant entity where the option set applies and click Add New in the top-right corner of the page. A modal window will appear where you can define the details of the new option. 

In the modal window, fill out the following fields: 

• Name (required) – Enter the full name of the new security level. 
• Color (optional) – Select a color from the palette to visually differentiate the option. 
• Icon (required) – Choose an icon from the icon library dropdown to represent the option visually. 
• Short Name (required) – Provide a shorter label or abbreviation. 
• Security Level (required) – Select the appropriate level from the dropdown menu (No Access, Level 0, Level 1, Level 2, Level 3, or Level 4). 

After entering the required information, click Save to add the new value. The new security level will appear in the grid and become available for use across the system.

Skill types  

Skill types in option sets are categories used to classify different kinds of skills within the system. They help organize and standardize how skills are selected, tracked, and evaluated, ensuring consistency across users and departments. To view the available skill types, open the item to access the option set values. 

Each option set value is displayed in a grid format with the following columns: 

• Short Name – A brief or alternate label for the skill type. 
• Category – Groups skill types into broader classifications such as Soft Skills, Technical Skills, IT Skills, and others. 
• Name – The full descriptive name of the skill type. 
• Is System Skill – Identifies predefined skills that are integral to the system’s functionality, automation, or workflow processes. 
• Is Active – Indicates whether the skill type is currently active or has been deactivated. 
• Usage – Displays how many times the value is currently being used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set. 

How to add a new option set value  

To create a new skill type, navigate to the relevant entity where the option set applies and click Add New in the top-right corner of the page. A modal window will appear where you can enter the details of the new option. 

In the modal window, complete the following fields:  

• Name (required) – Enter the full name of the new skill type. 
• Color (optional) – Select a color from the palette to visually distinguish the option. 
• Icon (required) – Choose an icon from the icon library dropdown to represent the skill type. 
• Short Name (required) – Provide a shorter label or abbreviation. 
• Category (optional) – Select a category from the dropdown menu to group the skill appropriately. 
• Is System Skill (optional) – Tick this box if the skill is predefined within the system and used for automation or workflow functionality. 

After entering the necessary details, click Save to add the new value. The new skill type will appear in the grid and become available for use throughout the system. 

Special days 

Special days in option sets are predefined categories used to identify and manage days of special significance within the system — such as holidays, company events, or public observances. These classifications allow the system to treat such days differently in scheduling, workflows, or calculations. To view the available special days, open the item to access the option set values. 

Each option set value is displayed in a grid format with the following columns: 

• Short Name – A brief or alternate label for the special day (e.g., XMS). 
• Name – The full descriptive name of the special day (e.g., Christmas Day). 
• Repetition Type – Indicates whether the special day is a one-time occurrence or recurs yearly. 
• Special Day Date – Displays the calendar date of the special day. 
• Hours Expected – Specifies the duration of the special day in hours. 
• Is Active – Indicates whether the option is currently active or has been deactivated. 
• Usage – Shows how many times the value is currently being used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set. 

How to add a new option set value  

To create a new special day, navigate to the relevant entity where the option set applies and click Add New in the top-right corner of the page. A modal window will appear where you can define the details of the new entry. 

In the modal window, complete the following fields:  

• Name (required) – Enter the full name of the special day. 
• Color (optional) – Select a color from the palette to visually identify the day. 
• Icon (required) – Choose an icon from the icon library dropdown to represent the special day. 
• Short Name (required) – Provide a shorter label or abbreviation. 
• Company (required) – Select the company to which the special day applies from the dropdown menu. 
• Special Day Date (required) – Select the date of the special day from the calendar. 
• Hours Expected (required) – Enter the duration in hours manually or use the counter. 

After filling out the required information, click Save to add the new value. The new special day will appear in the grid and be available for use throughout the system. 

Task categories 

Task categories in option sets are predefined classifications used to group and organize tasks according to their type or purpose. These categories help standardize task management, improve reporting accuracy, and support workflow automation within the system. To view the available task categories, open the item to access the option set values. 

Each option set value is displayed in a grid format with the following columns: 

• Short Name – A concise or alternate label for the task category. 
• Category – Groups task categories into broader types for better organization and filtering. 
• Name – The full descriptive name of the category. 
• Time Categorization – Differentiates between various types of task time, such as Billable vs. Non-Billable or Development vs. Administrative, helping to classify how time spent on tasks is recorded. 
• Is Active – Indicates whether the option is currently active or has been deactivated. 
• Usage – Displays how many times the value is currently being used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set. 

How to add a new option set value  

To create a new task category, navigate to the relevant entity where the option set applies and click Add New in the top-right corner of the page. A modal window will appear where you can define the details of the new category. 

In the modal window, complete the following fields:  

• Name (required) – Enter the full name of the new category. 
• Color (optional) – Choose a color from the palette to visually identify the category. 
• Icon (required) – Select an icon from the icon library dropdown to represent the category visually. 
• Short Name (required) – Provide a shorter label or abbreviation. 
• Category (required) – Select the appropriate group or classification from the dropdown menu. 
• Time Categorization (required) – Specify the type of time associated with the task (for example, Billable, Non-Billable, Development, or Administrative). 

After entering the necessary details, click Save to add the new value. The new category will appear in the grid and become available for use throughout the system. 

Time off types 

Time off types in option sets define the various categories or reasons for employee leave or absence within the system. They help standardize how time off is requested, approved, and reported, ensuring consistency in attendance management and policy compliance. To view the available time off types, open the item to access the option set values. 

Each option set value is displayed in a grid format with the following columns: 

• Short Name – A concise or alternate label for the time off type. 
• Name – The full descriptive name of the time off option. 
• Description – A brief explanation of the time off type and its purpose. 
• Is Working Day – Indicates whether the time off is still considered a working day for attendance purposes. 
• Is Sick Day – Specifies if the time off type qualifies as sick leave for policy or reporting purposes. 
• Is Attachment Required – Determines whether supporting documentation (e.g., a medical certificate) is required. 
• Duration Type – Defines how the time off duration is measured, such as by hours, half-days, or full days. 
• Limit Type – Identifies whether a limit applies to how much time off can be taken (e.g., annual cap, unlimited). 
• Is Requestable – Indicates whether employees can request this time off type directly through the system. 
• Is Part Day – Specifies if partial-day absences are allowed. 
• Is Multi Day – Indicates whether the time off type can span multiple consecutive days. 
• Is Hours – Determines if the time off is tracked in hours instead of days. 
• Has Impact on Expenses – Shows whether taking this time off affects expense calculations or reimbursements. 
• Is Confidential – Marks the time off type as private, restricting visibility to authorized users only. 
• Is Active – Indicates whether the option is currently active or has been deactivated. 
• Usage – Displays how many times the value is currently being used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set. 

How to add a new option set value  

To create a new time off type, navigate to the relevant entity where the option set applies and click Add New in the top-right corner of the page. A modal window will appear where you can define the details of the new option. 

In the modal window, fill out the following fields: 

• Name (required) – Enter the full name of the new time off type. 
• Color (optional) – Select a color from the palette to visually distinguish the option. 
• Icon (required) – Choose an icon from the icon library dropdown to represent the time off type. 
• Short Name (required) – Provide a shorter label or abbreviation. 
• Company (required) – Select the applicable company from the dropdown menu. 
• Description (optional) – Provide a brief explanation of the time off type and its intended purpose. 
• Is Working Day (optional) – Tick this box if the time off should still count as a working day. 
• Is Sick Day (optional) – Tick this box if the time off qualifies as sick leave. 
• Is Attachment Required (optional) – Tick this box if supporting documents are needed. 
• Duration Type (required) – Select whether the time off is measured in Hours or Minutes from the dropdown. 
• Limit Type (optional) – Choose from Subseed, Exceed, or No Limit to define how limits apply. 
• Is Requestable (optional) – Tick this box if employees can request this type of time off. 
• Is Part Day (optional) – Tick this box if partial-day absences are allowed. 
• Is Multi Day (optional) – Tick this box if the leave can span multiple days. 
• Is Hours (optional) – Tick this box if time off is tracked in hours. 
• Has Impact on Expenses (optional) – Tick this box if this time off type affects expense-related calculations. 
• Is Confidential (optional) – Tick this box if the time off type should be visible only to authorized users. 

After entering the required details, click Save to add the new value. The new time off type will appear in the grid and be available for use throughout the system. 

Transaction types 

Transaction types in option sets define the categories of financial or operational transactions within the system. They help classify and distinguish different kinds of entries, such as Entity Type Budget, Income, and other financial classifications. To view the available transaction types, open the item to access the option set values. 

Each option set value is displayed in a grid format with the following columns: 

• Short Name – A concise or alternate label for the transaction type. 
• Entity Type – Defines the business entity or record category associated with the transaction, such as Business Trips, Assets, Offices, Projects, and others. 
• Name – The full descriptive name of the transaction type. 
• Is Budget – Indicates that the transaction represents a planned or budgeted amount rather than an actual financial transaction. 
• Is Purchase Order Commitment – Specifies that the transaction records a financial obligation tied to an approved purchase order. 
• Is Allocatable From Invoice – Determines whether costs from an invoice can be allocated to this transaction type. 
• Is Estimate – Identifies the transaction as an estimated value rather than a confirmed or finalized amount. 
• Is Income – Marks the transaction as a source of revenue or incoming funds. 
• Is Active – Indicates whether the transaction type is currently active or has been deactivated. 
• Usage – Displays how many times the value is currently being used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set. 

How to add a new option set value  

To create a new transaction type, navigate to the relevant entity where the option set applies and click Add New in the top-right corner of the page. A modal window will appear where you can define the details of the new transaction type. 

In the modal window, complete the following fields:  

• Name (required) – Enter the full name of the new transaction type. 
• Color (optional) – Choose a color from the palette to visually distinguish the option. 
• Icon (required) – Select an icon from the icon library dropdown to represent the transaction visually. 
• Short Name (required) – Provide a shorter label or abbreviation. 
• Entity Type (required) – Select the applicable entity from the dropdown list, such as Asset Item, Business Trips, Departments, Offices, Projects, or Vendors. 
• Is Budget (optional) – Tick this box if the transaction represents a planned or budgeted value. 
• Is Purchase Order Commitment (optional) – Tick this box if the transaction represents a financial commitment tied to a purchase order. 
• Is Allocatable From Invoice (optional) – Tick this box if invoice costs can be allocated to this transaction type. 
• Is Estimate (optional) – Tick this box if the transaction reflects an estimated rather than finalized amount. 
• Is Income (optional) – Tick this box if the transaction represents income or revenue. 

After entering the required information, click Save to add the new value. The newly created transaction type will appear in the grid and be available for use across the system. 

Vendor partner statuses 

Vendor partner statuses in option sets represent tiered levels of partnership or performance classification for vendors. These statuses help organizations differentiate vendors based on factors such as reliability, quality, spend volume, or strategic value. They can also influence preferred vendor selection, pricing, and engagement priorities. To view the available statuses, open the item to access the option set values. 

Each option set value is displayed in a grid format with the following columns: 

• Short Name – A concise or alternate label for the vendor partner status. 
• Name – The full descriptive name of the option. 
• Is Active – Indicates whether the option is currently active or has been deactivated. 
• Usage – Displays how many times the value is currently being used across the system. 

At the end of each row, the action menu (⋮) provides options to edit, deactivate, or delete the item.

Note: If your organization manages multiple companies within Vault Synapse, some option sets may apply globally. Use the company selector above the grid to switch between organizations and ensure you're editing the correct set.