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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To add a custom column navigate to CUSTOMIZATION→BANK RECONCILIATION SETUP→BANK ACCOUNT CONFIGUATION. At the bottom of the page go to the sub tab named "Additional Parameters & Fields"→"Bank Statement Additional Columns". Press on the button named "New Bank Statement Additional Columns"
In the window that opens you have the ability to configure the additional field. The configuration allows you to concat 3 different fields into one column in the pop-up
- 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
