Transaction Tag Management
24 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 in Transaction Detail Page
9
Click "Pending"
10
Click here on an existing pending transaction
11
Click here
12
Verify tag showing in dropdown list
13
Click "Save"
Verify Tag is available in Commission Detail Page
14
Click "Commission Detail"
15
Select the edit pencil next to the transaction side tags
Tip! Each side of transaction can have its own tags.
16
Click in tag field and confirm tag is available in dropdown
17
Click "Save"
18
Click "OK"
Verify Tag is available in "Transactions By Tag" Report
19
Click "Transactions By Tag"
20
Click the tag icon
21
Click here.
22
Verify tag is showing on the list
23
Click "Close"
24
Click "Run Report"
