How do I make every bank line carry a transaction type?

Create the types on Bank Transaction Type, then tick Transaction Type mandatory in Bank Transaction on Cash Bank Setting.

Screen

Cash & Bank › General › Bank Transaction Type, Cash Bank Setting

Who

Implementation consultant

Takes effect

On the next Save of a bank document

Needs first

The company

Steps

1. Open Bank Transaction Type and create the types the business uses, signed in to the company that uses them.
2. Open Cash Bank Setting for the company. On the Controlling tab tick Transaction Type mandatory in Bank Transaction. Save.

Check it worked

• Saving a Bank Transactions or Bank Reconciliation line without a type is refused with "Bank Transaction - Line ID: ... - Bank Transaction Type cannot be empty".

Related

• Cash Bank Setting