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
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Userlevel 7
+16
HI
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:
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 :)
Userlevel 7
+16
HI
Yes, you could create a customization based off the branch. You would need a developer for that though.
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