Transaction Tag Management | Scribe

    Transaction Tag Management

    • 25 steps |
    • 2 minutes

      Create a Transaction Tag

      1
      Click "Brokerage Settings"
      2
      Click "Tag Bank"
      3
      Click "New Tag"
      4
      Enter the name of the tag
      5
      Enter a description that explains what type of transactions is should be applied too
      6
      Click "Save"
      7
      Click "OK"
      8
      Verify you see tag in list

      Verify Tag is available on Transactions

      9
      Click "Pending"
      10
      Click here on an existing pending transaction
      11
      Click "Commission Detail"
      12
      Select the edit pencil next to the transaction side tags
      information ordinal icon
      Tip! Each side of transaction can have its own tags.
      13
      Click in tag field and confirm tag is available in dropdown
      14
      Click "Save"
      15
      Click "OK"

      Verify Transaction Tag is available on transaction entry page

      16
      Click "EDIT TRANSACTION"