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bankreconciliation:tables:reconciliationlayout:layout

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Layout

Bank Reconciliation > Tables > Reconciliation Layout > Layout

This tab is used to design the bank reconciliation layout template that displays the reconciliation summary information.

A list of the category descriptions with the operator type from the Categories tab is displayed. If Inactive is selected for any category on the Categories tab, the category description is not displayed on this tab.

Set the reconciliation layout:

Field Description
Reconciliation Layout Type

Click Drop-down Arrow to select the number of columns to be included in the layout.

The drag and drop feature is available on this tab. You can change the category order in a column by hovering over a category until the category box color turns a darker blue, and the mouse pointer changes to four arrows. Hold down the left mouse button and drag and drop the category to the desired location within the column.

Click Save.

bankreconciliation/tables/reconciliationlayout/layout.1498847613.txt.gz · Last modified: 2017/06/30 13:33 (external edit)