The Custom Transaction Fields page lets you enable/disable the Check Number, Memo, Payee and File Attachment fields when adding and editing transactions.
Settings at the top right side of the page, then click on Manage Custom Transaction Fields under the Premium Membership header.When any of these fields are enabled, you will be able to see them on the Add and Edit Transaction forms and they will also appear in the Transaction Register and Search results.
| Field | Description |
|---|---|
Check Number |
This field can be used for check numbers or other short text. (limit: 32 characters) |
Payee |
You can enter any information into this field, but typically it would be a person or company name. Auto-complete suggestions appear in this field. (limit: 255 characters) |
Memo |
You can enter any additional information about a transaction here. Auto-complete suggestions appear in this field. (limit: 255 characters) |
Attach a File |
When enabled, you can attach a file to a transaction. Max file size: 10MB. PDF, JPG and PNG files allowed. |
The example below shows an Add Transaction form with all of the custom fields enabled.
