On this page you will find information about the option to add custom columns to the pop-up
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- Select
- Transaction ID
- Date
- Type
- Remaining
- Disc date (if enabled)
- Disc available (if enabled)
- Disc. taken (if enabled)
- Discount (if enabled)
- Payment
- Total
- Memo
- Percentage paid
- Payment difference reason (if enabled)
- Payment discount (if enabled)
To get better insights in the transactions available for reconciliation we offer the user the option to include additional columns that display data from the transaction
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In the window that opens you have the ability to configure the additional fieldfields. The configuration allows you to concat add 3 different fields into one column in the pop-upin one setup
- Name: A name for this particular addition column. This is used to display the user an overview of created additional columns on the bank account configuration.
- Inactive: When set to checked the additional column won't be displayed in the pop-up
- Bank Account-File Mapping: This value is pre-selected and relates to the id from the bank account configuration
- Field 1: The first field you would like to add.
- Field Internal Id: Internal id of the added field that Netsuite uses
- Field 2: Second field you would like to add
- Field Internal Id 2: Internal id of the added field that Netsuite uses
- Field 3: Second field you would like to add
- Field Internal Id 3: Internal id of the added field that Netsuite uses
Now save the configuration. You should see the newly create configuration in the sublist.
Result in the pop-up
If you open the pop-up on a statement that is related to this bank account configuration then you should see the additional columns
