Transaction Tag Management | Scribe

    Transaction Tag Management

    • 0 step |
    • 2 minutes

      Create a Transaction Tag

      Click "Brokerage Settings"
      Click "Tag Bank"
      Click "New Tag"
      Enter the name of the tag
      Enter a description that explains what type of transactions is should be applied too
      Click "Save"
      Click "OK"
      Verify you see tag in list

      Verify Tag is available on Transactions

      Click "Pending"
      Click here on an existing pending transaction
      Click "Commission Detail"
      Select the edit pencil next to the transaction side tags
      Tip! Each side of transaction can have its own tags.
      Click in tag field and confirm tag is available in dropdown
      Click "Save"
      Click "OK"

      Verify Transaction Tag is available on transaction entry page

      This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe