Forum Discussion

Itsme's avatar
Itsme
Contributing User
4 years ago

bank statement showing account allocations

Is there a report or a way to have the accounts code to which transactions have been allocated,  show in the bank statnement? 
Banking
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi Itsme 

     

    When using the browser experience there is no display report option for most reports. It will dynamically display the information when a user updates the filters. As such, you do want to ensure that you have set the appropriate filters for those bank transactions, also ensure that you have Include allocated transactions enabled.


    It should also be noted that the Coding report uses the Banking>>Bank transactions information, which in turn is based on the Bank feeds and/or the bank statement import. If you don't use that functionality in the desktop application or browser then that report would not contain information.

Steven_M's avatar
Steven_M
Former Staff

Hi Itsme 

 

With the AccountRight in-browser, there is the Coding report. This report will show what account the bank transactions have been allocated to.

 

An example of that report is below:


Note: This is a browser-specific report and is not available in the Desktop application.

Itsme's avatar
Itsme
Contributing User
4 years ago

Thank you Steven,

How do I access or create a "coding report"?

  • Steven_M's avatar
    Steven_M
    Former Staff
    4 years ago

    Hi Itsme 


    Apologies - would have been good to include that information in my previous post.

     

    The Coding report is available through the web-browser experience by selecting Reporting>>Reports and navigate to the Banking reports section before selecting Coding.

     

    As indicated, this is a web-browser experience only report, it is not a report available through the Desktop application.

    • Itsme's avatar
      Itsme
      Contributing User
      4 years ago

       Thanks again Steve,

      I have followed your directions to the coding reprot.  Entered the parameters; account dates etc; how do you run the report? I tried saving the reprot as a custom.  Then went to my custom reports and opened it.  Nothing there.  I tried exporting and got nothing also. 

       

      • Steven_M's avatar
        Steven_M
        Former Staff
        4 years ago

        Hi Itsme 

         

        When using the browser experience there is no display report option for most reports. It will dynamically display the information when a user updates the filters. As such, you do want to ensure that you have set the appropriate filters for those bank transactions, also ensure that you have Include allocated transactions enabled.


        It should also be noted that the Coding report uses the Banking>>Bank transactions information, which in turn is based on the Bank feeds and/or the bank statement import. If you don't use that functionality in the desktop application or browser then that report would not contain information.

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