The custom fields work wonders in the import, reconciliation and followup process. However, to generate a full report for a single batch is very difficult since the custom field we use “External reference” is actually three separate fields: one for sales invoices, one for receipts and payments, and one for purchase invoices. This makes creating a batch summary report very difficult if not impractical.
I was wondering if we can somehow create custom fields for transaction instead of creating them for line items. Also, if we can select the type of relationship this field has, if it is one-to-one then it will appear in the header of all transactions, or if we select many-to-one it will appear in the lines.
I don’t know if this is practical to develop, but just to put this idea out there for discussion.