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June 10, 2026 | Question of the Week
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PDF attachment to email generated through a workflow differs from printing from transaction record

in Ask A Guru 8 comments

Hello

We have a workflow in a client account to send out the Remittance Advice (Bill Payment record) when it is created and we have 2 custom column fields on the Apply subtab of the Bill Payment record with information required to be printed.

Bill Payment record is generated through EFT Bill Payment processing.

When the Remittance Advice is sent via the workflow, the 2 custom column fields data does not appear on the PDF printout.

When the Bill Payment record is printed (Printer icon > Print Voucher) the 2 custom column fields print on the PDF printout.

When the Bill Payment record is printed from the Communications-Email subtab, the 2 custom column fields print on the PDF attachment.

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