custom field does not show on report

Sheryl Nathan Mitchell
Sheryl Nathan Mitchell Member Posts: 9
edited April 2020 in Accounts Hosted
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.

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited October 2019

    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


    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Sheryl_10313093
    Sheryl_10313093 Member Posts: 57
    edited April 2020
    Thank you for your reply it ha been useful