can we access the own business account against which transaction has been made ?
You can access everything in Manager. You need to be more specific. And if your question is not related to printing options, please start a new topic. Don’t divert this one with irrelevant questions.
I have added an account for entertainment expenses.
I create a debit transaction against this account, when I view this transaction I don’t see the account/bank account against which transaction has been made
As I said before, please do not post unrelated questions in a topic. Your original question and subsequent responses have been moved to this new topic.
You did not explain how you created the debit transaction against the entertainment expense account. You should have entered a bank or cash transaction, choosing the Spend money option. That requires you to select a bank or cash account from which the expense is paid. This is the account that will be credited. It will be visible on the Edit screen. But it will not show on the View screen, because such information is not relevant to anyone who would receive a copy of the form. See this Guide: Manager Cloud.
Is there any chance we can show Bank Account and Account field in View option using custom theme? We are not issuing it to anyone but this is only for physical record.
If you want a paper record of bank transactions, drill down in the Bank Accounts tab on the balance of the account and export the list to a spreadsheet.
@Tut i only want to know if we can add Bank Account and Account details in Bank Receipt/payment form using custom themes. I don’t want record of bank trasaction. I want record of every single transaction (cash or bank) To attach related/supportive documents with it. So for me it is a must thing. I can use help of a developer too for this if i know it is possible.
I don’t know if it is possible, but I doubt it. Those variables do not appear in any theme code. So, while they probably exist, I don’t know what they are. And I don’t know whether you can call variables that are not part of the existing structure of a transaction form.
You might have to add this information with custom fields.
Can @lubos confirm us whether those variables exist or not? if yes, than what are those variables?
I can add custom field for new transactions. But it will be very difficult to add for hundreds of transactions which have already been made. Can we link custom fields to bank account & account Field so they get updated automatically?
No.
@Qasim_Rana I’m not sure what you are asking. You have custom fields on bank account level and asking whether these custom fields can be shown on bank payment/bank receipt documents, correct?
@lubos unfortunately this is not what i mean. I want to know the way to show Bank Account & Account field to show on print paper in bank payment/receipt section. If we can do it with custom themes then what are the variables for those fields?
@Qasim_Rana it is helpful if you can provide us illustration like screenshot of the existing manager page include with your scribbles.
Your explanation is difficult for even someone like myself to understand.
Update: oh wait… maybe I get it. You meant visually, in printable form, you want the transaction specified in Bank Receipt / Cash Receipt Include automatically the related Bank Account specified in Bank Account Tab ( or edit screen within bank receipt drop down menu) + Which the Account Details Like (Chart Of Account, it’s subsidiary account and specifically which transaction by reference Number)?
It also means you want this receipts to be detailed as possible for yourself to trace it back? Manually
@acecombat2 Exactly this is what i want. Is it possible to do?
If I understand correctly, you are requesting for some details that are only visible on the Bank Transaction edit view to also be shown on the Bank Transaction detail view (when you are viewing the record).
This may be possible for you to do yourself using a custom theme, but I have not experimented enough with themes on a transaction record to confirm that. Are you comfortable with writing Liquid code and HTML?
Yes i have people who can write me code. But i need to know the variables for those particular fields (Bank Account & Account) to write code.
The developer(s) may be able to do something like this, to get a list of available fields:
{% for field in fields %}
{{ field.label }}
{% endfor %}
Or, simply:
{{ fields }}