Need Help to create transaction system

[Bajo]

I want to create a cash transfer system from my Vault account to several different expenses accounts.
like
Vault > Grocery Purchase
Vault > Green Grocer Purchase
Vault > Bill Expense
Vault > General Expense
Vault > Salery Expense
etc…

So for this system I have created and Automation Button to transfer Cash to other accounts and for that I made a Account Transaction, Document, Action and rule.

I want a popup window open by pressing the button.

I have to get an account (Expenses) with a dropdown account list in this window.

Here I will select the desired account.

And then write the amount with the reason.

Unfortunately I failed in this system that I could not add the drop down account list.

So here I need help.

My configuration screenshot is given below.

The Result is

Required option is.

[Posflow]

Dropdown or Autofill Option?

My bad. Try this: {REPORT SQL DETAILS:SELECT Name FROM dbo.Accounts ORDER BY Name:F.Name::|} or {REPORT SQL DETAILS:SELECT A.Name FROM dbo.Accounts A INNER JOIN dbo.AccountTypes AT ON A.AccountTypeId = AT.Id WHERE AT.Name = 'Payment Accounts' ORDER BY A.Name:F.Name::|} I added : at the end that will concatenate the query results separated by | which should work for the dropdown.

[Bajo]

great its working thanks but here is one more question and that is, can we set 2 dropdown list form example Transaction 1.Account From TO 2.Account In

In this way its very easy to transfer cash from one account to another.

Thanks

[Bajo]

here is one more question can we also select account from drop down list.
I mean to say ** 1.Account From** (All Payment Accounts Like Cash or Credit Card) to 2.Account In (Multi Accounts like Suppliers)

[Bob_be]

@Bajo

great its working thanks but here is one more question and that is, can we set 2 dropdown list form example Transaction 1.Account From TO 2.Account In

I don’t think that would be possible. Transaction Types and Document Type have to be defined in the accounts section.

Hmmm…However if had the naming in a certain way, it might work. Something like

• Cash - Sample Account 1
• Cash - Sample Account 2
• Credit Card - Sample Account 1
• Credit Card - Sample Account 2
  …etc.

In your action you would look something like this:

Your rule would have a field for payment type and sample account name. You then could define the options in your prompt.

However, accounts & transactions is not my strong area. I, also, don’t know exactly what you are trying to do though.