Custom Fields in Purchase Invoice and expense claim

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Unable to see custom fields in Purchase invoice and expense claim

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Edit the custom fields under Settings and check the appropriate boxes. See Custom fields.

3

I have already added through custom fields page.

But not visible

1049×725 12.5 KB

4

From your 1st screenshot it looks like you created the custom fields to Purchase Invoice Items tab…

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5

@ntrim is correct. You need to create your custom fields under purchase invoices. Purchase invoice items are just shortcuts for commonly entered lines. They do not change the invoice itself.

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6

Thanks for the clarification regarding purchase invoice. What about the expense claim

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Same answer as my original response. Tick the box when you create or edit the custom field under Settings. In this case, the custom field appears as a column in the account ledger, but there is no option to show it on the printed version. What are you trying to display?

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I am trying to add paid by, approved by and received by for signatures. I can see it in the entry form but not on print version as you said.

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As I told you in my previous post: custom fields will not show on printed expense claims. Manager is an accounting program, not a forms design tool. If you want such a customized expense claim form, it would be a simple matter to design one in an appropriate program. Even a spreadsheet program would do an acceptable job.

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Expense claims don’t expose custom fields on printed documents yet, I’ll add it to my to-do list.

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Looks like your To-Do list is getting quite big lol. :joy:

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Well, I have multiple to-do lists. This particular feature is on the to-do list which contains the easiest things to do and most items on this to-do list are resolved within a few days so not to worry.

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13

In the latest version (16.5.73), you can make custom fields to show on printed expense claims.

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