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Important Do not forget to set the Audience correctly, when not set correctly it will mean that the functionality will not trigger and will not add the expected total line. |
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Additional configuration field
To default the account for the total line, an additional setup field must be created on the bank account configuration. To create this field navigate in the main menu to CUSTOMIZATION->LIST, RECORDS, & Fields->RECORD TYPES and search for the record named “Bank Account Configuration” and open this record type by clicking on the name.
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On the screen that opens click on the grey button labeled “New Field”. A new page will open. On this page set the following values:
Label: Default Account Total Row
ID: _ff_dev_acc_total_row (Copy this exact including the first underscore)
Type: List/Record
List/Record: Account
Subtab: Preferences
Help: This is the default account that we will use for posting the total sum of the statement (optional but recommended to guide the end-user)
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Save the configuration by pressing the blue button labeled “Save”.
Confirmation
Navigate back to the bank account configuration page and on this page, the newly created field should be visible. When importing a new statement for the selected bank file format type the bank statement should show an additional total line at the end of the bank statement.
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