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  • #48200
    DJobin
    Participant

    I would like to display bank transactions using allocations tags.
    But when entering a transaction, the allocation tag is in the detail part of the journal transaction and when trying to display the transactions for the bank account nothing is shown.

    Is it possible to do what I want and how?

    #48226
    MSchappler
    Moderator

    Create a new Amount Column displaying your bank accounts and double click on the new amount column and set the Tag to Display to your allocation tag. You can press F3 to select the available tags from a list of all tags in your application database.

    Allocation tags are set in the details of a journal transaction.

    Read the NV2 online help regarding allocation tags for complete details.

    Regards to All,

    Martin

    #48227
    MSchappler
    Moderator

    Create a new Amount Column displaying your bank accounts and double click on the new amount column and set the Tag to Display to your allocation tag. You can press F3 to select the available tags from a list of all tags in your application database.

    Allocation tags are set in the details of a journal transaction.

    Read the NV2 online help regarding allocation tags for complete details.

    Regards to All,

    Martin

    #48235
    DJobin
    Participant

    This works for a general journal transaction where the debit and the credit can be located in the detail part.

    But with a bank deposit journal, the bank account cannot be in the detail part.

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