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general:add_a_category
Click +Add to add a row.
| Field | Description |
|---|---|
| Description | Type the 30-character category description to be displayed in the bank reconciliation layout. |
In the Operator field:
Click 
to select the operation to be used for the category description. If the Statement Type field is set to Total, the Operator field must be set to = Equals.
You can select to use a single or double column layout on the Layout tab.
If Double Column is selected, only one bank side category and one system side category can be set to = Equals.
If Single Column is selected, only one category (field) can be set to = Equals.
| Statement Type |
Click |
|---|---|
| Recon Side | Select the category reconciliation side (Bank or System). This field is only displayed if Double Column is selected and saved on the 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 Layout tab. |
Click Save.
general/add_a_category.txt · Last modified: 2018/09/10 19:21 by emoreno