How to view bank transaction tagging details

On bank transaction page, we can see a transaction is tagged or not, but we can’t see how is it tagged, to which sale / purchase record, or posted to which account.

Click the green “tagged” button and a popup will show what it is tagged to.

Thanks. This is partly useful when transaction is not a sale or purchase, otherwise it only shows invoice number. You need to click it to jump to another page to see exact expense or sale account.

Hi @sy8111

Unfortunately it wouldn’t be possible to show too much detail of the invoice in the “tagged” box, otherwise it becomes too much information. But as you’ve already discovered, it’s quick and easy just to click the link and view the invoice itself.

If you have any further questions, please don’t hesitate to get in touch.

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