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bankreconciliation:tables:reconciliationlayout:categories

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bankreconciliation:tables:reconciliationlayout:categories [2018/01/22 21:02] – emorenobankreconciliation:tables:reconciliationlayout:categories [2018/10/18 19:50] (current) – emoreno
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 //**Bank Reconciliation > Tables > Reconciliation Layout > Categories**// //**Bank Reconciliation > Tables > Reconciliation Layout > Categories**//
  
-<WRAP round intro>This tab is used to define the categories (fields) displayed on the Bank Reconciliation page. These categories are used in the reconciliation layout template, which is managed on the [[bankreconciliation:tables:reconciliationlayout:layout|Layout]] tab. +{{page>general:bankreconciliation:tables:reconciliationlayout:categories:body}}
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-New databases will display the [[general:defaultcategories|TxEIS default categories]]  +
-</WRAP> +
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- +
-====Add a category:==== +
- +
-Click **+Add** to add a row.  +
- +
-^ Field                                        ^ Description   ^  /*Table with two rows*/ +
-^Description|Type the 30-character category description to be displayed in the bank reconciliation layout.| +
-^Operator|{{page>general:categories_operator}}| +
-^Statement Type|{{page>general:statement_type}}| +
-^Recon Side|Select the category reconciliation side (//Bank// or //System//). This field is only displayed if //Double Column// is selected and saved on the [[bankreconciliation:tables:reconciliationlayout:layout|Layout]] tab. Refer to **Image 1** on this page.| +
-^Inactive|Select to exclude the category from the reconciliation layout. If selected, the category is not displayed on the [[bankreconciliation:tables:reconciliationlayout:layout|Layout]] tab.| +
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-Click **Save**. +
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- +
-====Other functions and features:==== +
- +
-^+Add|++Add a row.|{{page>general:add_a_row}}++| +
-^Reset|++Reset data.|{{page>general:br_reset_data}}++|  +
-^{{images:trash_delete.gif|}} | ++ Delete a row.|{{page>general:deletearow}}++|  /*Table row with text link*/  +
- +
  
 {{indexmenu_n>5}} {{indexmenu_n>5}}
  
bankreconciliation/tables/reconciliationlayout/categories.1516654934.txt.gz · Last modified: 2018/01/22 16:02 (external edit)

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