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How to Add a Description Field to Manage External Transactions Search Criteria in Cash Management

edited Aug 5, 2024 5:17PM in Receivables & Collections 1 comment

Summary:


We need to add a functionality that allows searching cash transactions using the description field. Currently, the default Manage Transactions page does not include a placeholder for adding a new field, as it only has predefined searchable fields. Could you please confirm the feasibility of this and provide guidance on how to implement it?

Below are the navigation steps along with an attached screenshot for your reference
Cash Management >> Bank Statements and Reconciliation >> Manage Transactions

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