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Transaction Tag Management
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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
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Click "Brokerage Settings"
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Click "Tag Bank"
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Click "New Tag"
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Enter the name of the tag
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Enter a description that explains what type of transactions is should be applied too
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Click "Save"
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Click "OK"
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Verify you see tag in list
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Verify Tag is available on Transactions
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Click "Pending"
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Click here on an existing pending transaction
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Click "Commission Detail"
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Select the edit pencil next to the transaction side tags
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information ordinal icon
Tip! Each side of transaction can have its own tags.
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Click in tag field and confirm tag is available in dropdown
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Click "Save"
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Click "OK"
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Verify Transaction Tag is available on transaction entry page
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Click "EDIT TRANSACTION"
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