How can i create open and close day button on my account screen? When click close day buttun the money in my cafe vault will transfer to boss account? when i click open day button the money in boss account transfer to cafe vault. I tried some actions and rules but i am not be succesfull. With automation commanda i create a button. and then with actions i create create account transaction… but it is useless.
That does basically what you want, moves money from one account to another so just change the details to the two account you want to move money to and then do the reverse to move it back. The guide should help you set it up, all you need to do is change the detail for your accounts and map the buttons where you want, the setup is the same
edit - SORRY UPDATED LINK TO MY TILL FLOAT SETUP (NOT PETTY CASH) THE ACTIONS AND RULES ARE USED ARE IN TILL FLOAT TUTORIAL
yea thats right, that will allow you to the select your button below that which links it to the rule, than whatever actions you add to that rule will work when the button is pressed that you have just added in the middle of the rule
In this topic there is a rule (work period started),inside the rule ‘select actions’ and ‘monto’ [?Cual es el…Inicial;;;ON]
What is the above? What does typing means? If i dont write like this [?;;;ON] this screen does not appear.
The syntax is all over the forum. You can search for syntax and several tutorials will popup as well. Best thing you can do is read the forum like its a book. Read about stuff you may not even plan to use.
As for your specific question earlier. The O enables the OK button the N enables number pad format. The rest of it is formatting for displaying a keyboard with the ? Enabling user input instead of using a set value.
If your buttons are going to be on the account screen you do not need to make an automation command button for it. The Document has button included.
This means you do not need an action and rule for it.
In your Document Type make sure mapping is set.
Delete the Rule and Action you made.
If you wanted the button so you can put it outside Accounts screen then your action is not set up completely.
You do not have the Account set for the money to be deducted from So what actual account do you want the Money to be deducted from? This is the account you put for Account Name
The action will not work without Account Name filled in. It does not know where to get the money otherwise
Bottom line for Account Name in your Action you should have: Credit Card
When i use with grey button, i enter amount manually it works. But i want to do it automatically with actions,rules and automation command which of them need. In document types mapping set. I want to transfer money from payment accounts>>credit card to boss bank account end of the day(work period).
Read last half of my response I explained why it was not working and highlighted what you should do. You can put [Balance] For it to move the Balance over… or if you want to count it and enter an amount you can leave it blank or put a 0