Can we programmatically insert by the way of “reserved key word” the Current Target Account Name from the Entity?
Since all my Entity Sub Accounts use the same definitions I can work out the Name of the Target but how can I insert it when the Account Document is used for a Entity?
Yes I am using the simple Account screens and you present a great alternative that I think would solve this issue. I was thinking further and the issue of Credit Control could be the sticking point? We cannot allow Customers to overdraw there Credit in a attached Sub Account.
So can automation above be expanded I guess to first establish how much credit they have and then somehow constrain the Value Entered for Withdrawal?
This is can be used to make a payment or transfer for different Account Types. I no longer use this (I use PHP), but I was using this for making Payments to Expense Accounts, and sometimes Supplier Accounts.
This is the Account Screen. Note that this is an Automation Command, not a Document Type Button:
I don’t see why not. You can use something like {ACCOUNT BALANCE} or whatever works to determine the limit.
How you end up constraining that in the Automation is up to you. For example, I use a lot of [?prompt] input, but that could be constrained using the syntax itself (not so easy), or maybe in a following Rule, and then either override the amount to be the limit automatically, or loop back to ask for the amount again.
Haha was just typing that exact question/suggestion! So a limit could be imposed in the [?prompt] syntax - if that’s the case I can work that out… eventually