Journal Transaction Writeback Template

Q&A
1

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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2

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.

3

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!

4

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.

5

We would want to use a pre-defined allocation rule.

6

Do you have a timeline of when this would be rolled out?

7

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

8

Thanks!

9

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!

10

Hi Nathan. It might be a good idea to review this on a quick call. I’m going to send you an email to schedule a meeting for this, looking forward to that :slight_smile: