Scribe | Embed Transaction_Tag_Management__NTrrtcyPRLOfovgao4Owdg

30 steps |
2 minutes

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Create a Transaction Tag Verify Tag is available on Transactions Verify Transaction Tag is available on transaction entry page Verify Tag available on Report

Create a Transaction Tag

Screenshot of: Click "Brokerage Settings"

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Screenshot of: Click "Tag Bank"

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Screenshot of: Click "New Tag"

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Screenshot of: Enter the name of the tag

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Screenshot of: Enter a description that explains what type of transactions is should be applied too

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Screenshot of: Click "Save"

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Screenshot of: Click "OK"

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Screenshot of: Verify you see tag in list

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Verify Tag is available on Transactions

Screenshot of: Click "Pending"

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Screenshot of: Click here on an existing pending transaction

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Screenshot of: Click "Commission Detail"

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Screenshot of: Select the edit pencil next to the transaction side tags

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Screenshot of: Click in tag field and confirm tag is available in dropdown

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Screenshot of: Click "Save"

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Screenshot of: Click "OK"

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Verify Transaction Tag is available on transaction entry page

Screenshot of: Click "EDIT TRANSACTION"

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Screenshot of: Click here

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Screenshot of: Verify tag showing in dropdown list

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Screenshot of: Click "Save"

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Verify Tag available on Report

Screenshot of: Click "Transactions By Tag"

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Screenshot of: Click the tag icon

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Screenshot of: Click here.

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Screenshot of: Verify tag is showing on the list

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Screenshot of: Click "Close"

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Screenshot of: Click "Run Report"

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