User_BRU1F Newbie

That's what I figured but thought I would ask. Thanks for looking!

Pratik, Thank you for your feedback, but I think we have a misunderstanding. I need to then copy that reference no. into the memo field of the VPA. I believe I can do a workflow to copy the field, but cannot figure out the correct path to do so as I do not see the memo field as a field to paste to. If you know the path to…

Pratik, The issue is finding the correct fields in the workflow to copy and paste the reference number. I do not see the reference no. field available under transactions. As you mentioned, we might need to create a custom field, but I'm not sure if accounting wants to deal with that extra custom field. This will mainly be…

Thank you! We are working on a different way to achieve our goal with this project. Thanks!

I asked a guru at Suite Connect this question, and pulling the bill reference number is not possible for this report.

ok, thank you!

Tigran, Thank you for your input! I can see where the bank name details is coming from and it is marked to show, but still does not show the Bank Name field. The bank name file under the Entity Bank Details appears to be an older configuration. I do not have that available to me. Any other ideas on how to make the Bank…

Tigran, Thank you for your comment! I tried creating a Custom Bank Entity Detail Form and it still did not give me the Bank Name field even though it is checked to show on the form. Any other ideas?

Creating New Financial Report - using standard balance sheet layout Edit Layout - no change Edit Columns - adding date, type, document number, amount, and memo field. Want to add the bill reference number here, but cannot find the correct field to add. I have tried many different ones. The field label says it is called…

Yes, the report is based on the Custom Balance Sheet Layout from the "New Financial Report" menu option. Please let me know what you find out. Thanks!

Ayie, I have attached pics of the custom report that I am trying to add the reference number of the bill to it. I have also attached showing where the ref number shows up on the bill and the VPA. I have tried every name I can think of that field may be named, but it does not show up on the report. It looks like it should…