DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Custom filed on account form


#1

I created two custom fields under Accounts and when I open cash account or bank account or Journal Entry I cannot see both these fields. Surely I am doing some thing wrong, so please guide me. I tried customer and there the custom field does appear. Thanks in advance.


#2

Accounts would refer to “general ledger accounts” only which are created under Settings -> Chart of Accounts.

If you want to have a custom field on journal entry form, you will need to create custom field for journal entry type of record.

The same goes for cash accounts etc.


#3

I got the mistake I was doing. Searching at wrong place. Can I create custom field for Bank Account, specially where there is a transfer entry the entry of information on both legs is sometimes different as Bank report one leg which automatically gets reflected on the transferred account and so custom field will help to record the transferred account where there is a change required.