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I have a Custom Field in an Expense Report. How do I reference it in "Make Payment"?

edited Jun 2, 2025 2:26PM in Ask A Guru 4 comments

I have a Custom Field in an Expense Report set to Save Value. This works as intended.

Now, how do I reference this field in the "Make Payment" (Bill Payment) record after said Expense Report is approved?

I wish to eliminate situation where Users have to look for this field value again in the Expense Report just to make use of it in "Make Payment".

Thanks.

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