custom field does not show on report

Sheryl Nathan Mitchell

I would like the Suppliers' bank account number (set up as a custom field) to show up on the A/P report.  However it does not show.  Can I get a bit of assistance?  The report I require would detail what Bills are due with required account info and bank account numbers for Suppliers for my employer to use.

Acctd4

Hi Sheryl

Because the bill reports are generated from transactions (rather than the Supplier record/database), the custom fields will not show on transactional reports. 

 

It’s worth noting that the Supplier’s “Bank Details” tab data used to be report-able many years ago but unfortunately, now only picks up bank account details for ABA file payment reports.  (I have been wanting this feature back also so please add your vote/suggestion to the wishlist via “Suggest new features” under the Help dropdown menu)

 

The workaround is ….. along with your A/P report, as you are using custom fields, you can run a Supplier Contact List report & add in these additional bank detail columns (as well as remove any other unnecessary ones). 

Bit of a pain as it just means you can’t have all the data in just the one report 

Shaz Hughes Dip(Fin) ACQ NSW, MICB

Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

Accounted 4 Bookkeeping Services

Ballajura, WA

0422 886 003

shazinoz2@bigpond.com

www.accounted4bs.com

Sheryl_10313093

Thank you for your reply it ha been useful