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Purpose

View of bank balances of the company checking account, enabling searches and query to performed entries.

Query Fields 

These fields are displayed in the query:

  • Database   
  • Branch
  • Account
  • Date  
  • Balance 
  • Name

To search information, the following keys are used: 

  • Bank + Bank Branch + Account: Enter bank, bank branch and account number. 
  • Bank Name: Enter only bank name.

Filters Used:

This query does not have additional specific filters. Only the current balance of the checking accounts is displayed.

Development/Procedure

Requirements

  • Fluig must be integrated with Protheus, release 12.1.1 or later.
  • To have a registered bank
  • To have bank transactions


Quick query view

The detailed query is displayed to the bank register, using the system standard routine that is not changed for this implementation.

    Access Fluig page in which the o widget Bills - Bank Balances was added to view the bills 


    To research, select the method you want. For example, when selecting Base + Bank Branch + Account you can search through the base, bank branch and account already registered in the Protheus.


    After researching it, you can check details of the register of the base. In Related Features, select View Base targeting to Protheus.

    Note the action previously selected was displayed on Protheus

    Considerations

    For further information, access http://tdn.totvs.com/display/fluig/Plataforma+Fluig.


    • Sem rótulos