Forum Discussion

Rileys's avatar
Rileys
Experienced Cover User
3 years ago

Custom fields on remittance advice template

Are there any suggestions on where to put a customer account number in the supplier card so a field can be added to the remittance advice template?  The template doesn't allow custom fields at all (I think it should) but it would be useful to have a field for the customer number option.  I have one supplier that keeps missing our payments or mis-matching them and I think the customer number on the remittance advice might help.

 

This is for suppliers - not our customers.

  • Hi Rileys 

     

    On the remittance advice customised form, the field “In Payment For:” is a text box which is simply a label to let the receiver know what the remittance advice is actually for. If you want to add the statement text from the card file, a workaround culd be to add the MEMO field to the remittance advice for, and then enter the statement text in the Memo field under Buying Details->Memo, as per these screen shots:

     

    Please see our help notes on personalising forms

     

    Add text and fields to forms

    Personalising forms

     

    If you need any further assistance at all, please don't hesitate to reach out.

    • Rileys's avatar
      Rileys
      Experienced Cover User

      Thank you for the reply Yanike.

       

      I did look at doing this, however the text entered into the supplier card also comes up on the Pay bills screen in the memo section and therefore become the memo for the journal entry, which is not appropriate.   

       

      Thank you for the suggestion though.

      • Yanike_S's avatar
        Yanike_S
        MYOB Staff

        Hi Rileys 

         

        I am sorry to hear this won't work for you. You will have to look at manually deleting that memo when you are in the Pay Bills section.