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Add user-defined fields or bank information per branch


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Is there any way that we could create user-defined fields for a branch or somewhere we can add bank information per branch? We are wanting to pull bank information for each brank onto the ar invoices. 

Best answer by Kandy Beatty

HI @rebeckamckinney53 

Yes, you can create user defined fields on Invoices:

Go to Invoices > Customization> Manage User-Defined Fields

You can Manage Attributes from here to add new Attributes or add user-defined fields based on existing attributes

You can also chose how to manage the properties and what documents to add the user-defined fields to

Here is also help documentation:

https://help-2022r2.acumatica.com/(W(8))/Help?ScreenId=ShowWiki&pageid=810b4857-2ffe-4764-aebf-4d657334f0be

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Kandy Beatty
Captain II
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  • Captain II
  • 2137 replies
  • Answer
  • January 27, 2023

HI @rebeckamckinney53 

Yes, you can create user defined fields on Invoices:

Go to Invoices > Customization> Manage User-Defined Fields

You can Manage Attributes from here to add new Attributes or add user-defined fields based on existing attributes

You can also chose how to manage the properties and what documents to add the user-defined fields to

Here is also help documentation:

https://help-2022r2.acumatica.com/(W(8))/Help?ScreenId=ShowWiki&pageid=810b4857-2ffe-4764-aebf-4d657334f0be


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@kandybeatty49 Thank you! I hadn’t thought to use the user-defined fields on the invoices since they would have to enter each time they create an invoice but it would be possible. Do you know if there is any more in-depth customization? Like we could say that if the invoice was entered for this branch, then default in these amounts?


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Also, I’d like to say I tested adding those user-defined fields and was easy able to get them on the report so thanks so much! I want to make the process as easy as possible for them since they may be needing to put this info in on a lot of invoices. So any ideas are appreciated :)


Kandy Beatty
Captain II
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  • Captain II
  • 2137 replies
  • January 27, 2023

HI @rebeckamckinney53 

Yes, you could create a customization based off the branch. You would need a developer for that though. 


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