I made the updates as described in the video. However, in my 2 line entry, (Debit 4210 - 5,000 ; Credit 1330 - 5,000) I populated the Allocation ID field and left the location blank. When I wroteback the entry into intacct, it populated the location and left the Allocation ID empty.
Do you have a timeline of when this would be rolled out?
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Nathan Gayeskiposted
about 2 months ago
We would want to use a pre-defined allocation rule.
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Gabriel Michaudposted
about 2 months ago
To clarify Nathan, are you looking to use a pre-defined allocation and just enter the allocation ID, or you want to define it on the fly? Adding the allocation column as pre-defined column would be simple for us.
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Nathan Gayeskiposted
about 2 months ago
Thanks Gabriel, the Journal Writeback Template is a really nice feature of Velixo and does not really require a working knowledge of the WritebackJournal function. Adding the allocation field would be extremely helpful.
0 Votes
Hello,
In the Journal Transaction Writeback template, is it possible to include the allocation field? It so, is it easy to add other fields to the template?
Thanks!
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8 Comments
Nathan Gayeski posted 2 minutes ago
Hello,
I made the updates as described in the video. However, in my 2 line entry, (Debit 4210 - 5,000 ; Credit 1330 - 5,000) I populated the Allocation ID field and left the location blank. When I wroteback the entry into intacct, it populated the location and left the Allocation ID empty.
Any help would be appreciated. Thanks!
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Nathan Gayeski posted about 1 month ago
Thanks!
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Velixo Team posted about 1 month ago Admin
Hi Nathan,
It's on the roadmap for the next iteration. Note that you can very easily add the column to an existing template: instructions are here: https://www.loom.com/share/72621dbb1db1484a8006239a08bd681d
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Nathan Gayeski posted about 1 month ago
Do you have a timeline of when this would be rolled out?
0 Votes
Nathan Gayeski posted about 2 months ago
We would want to use a pre-defined allocation rule.
0 Votes
Gabriel Michaud posted about 2 months ago
To clarify Nathan, are you looking to use a pre-defined allocation and just enter the allocation ID, or you want to define it on the fly? Adding the allocation column as pre-defined column would be simple for us.
0 Votes
Nathan Gayeski posted about 2 months ago
Thanks Gabriel, the Journal Writeback Template is a really nice feature of Velixo and does not really require a working knowledge of the WritebackJournal function. Adding the allocation field would be extremely helpful.
Thanks!
0 Votes
Gabriel Michaud posted about 2 months ago
Hi Nathan,
The template doesn't include this information by default, but the SI.WRITEBACKJOURNAL function does support the allocations. This is documented here: https://help.velixo.com/support/solutions/articles/153000015805
I will ask for an example and revert back.
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