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Deposit Form - Cash Back tab does not have "Name" field

edited Jun 2, 2025 2:43PM in Ask A Guru 2 comments

Hello. Is there a way to expose a "Name"(Entity) field under the Cash Back section of a Deposit form? I am not finding a way to do it through customizing the form.

Our accounting team wants to be able to find these transactions in the Transactions subtab of the entity record. I told them I do not believe this is possible but wanted to check here just in case.


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