Custom reports - Custom fields lines

[evans]

Hello all,
I have noticed that through Custom Reports we cannot select Custom Fields set per Line.
Is it possible to add this feature?

[Ealfardan]

Hi @evans,

I’m sure that you’re aware that there’s a new implementation of Custom reports that’s going to be based on transaction lines.

Added ability to see invoice lines across all invoices

The latest version (23.4.20.796) adds ability to see invoice lines across all invoices on single screen. This is useful when you want to search for specific line but not sure on which invoice it would be. For example, if you have line custom field that captures serial number of a product that you have sold and want to find in which invoice this serial number has been used, it’s now possible. But there are many more use cases for this. To access these screens, under Sales Invoices tab look for S…

This is probably related to that but I’m still going to place this in ideas.

[Beckie_Reaster]

I agree. I have customers who purchase my services for their different jobs. Their invoice line items contain a customer number field for “Job Number”, as sometimes I invoice them for multiple jobs at one time. This allows them to track their costs on their end in their accounting system.

I would like to be able to set up a Customer statement that Includes the Job Number(s) referenced for each invoice to make things easier on their end.