I just added a UD field in AP Unapproved Invoice Entry and AP Transaction Entry. It would be great if I could pull that UD field into the AP Payment Workfile form as an option to filter by. This would allow me to pull in only specific AP invoices based off that UD field, just like I can do with an AP Reference number, for example.
Shannon Ojua
| Company | Kaufman Homes, Inc. |
| Job Title / Role | Accounting Manager |
| I need it... | Yesterday...Come on already |
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Natallia,
We are needing a spot to track the last 4 digits of the credit card used. We'd like to not have to use the AP Reference field as we don't want to allow duplicate AP Reference numbers to be used. But we need the card info to be able to pull in all the credit card receipts into AP Payment Workfile for one user to reconcile them against the credit card statement.
Do you have any other suggestions to accomplish this?
Thanks,
Shannon
Shannon, what type of information are you trying to capture in your UD field?
Please note when you filter through open invoices in AP Payment File, Vista looks in AP invoice history. Invoices get saved in AP invoice history once AP invoice batches are posted, and, unfortunately, no data from custom fields captured in AP Unapproved Invoice Entry and AP Transaction Entry is not going to be transferred into the history table, batch process is not designed to do that. Custom data captured in those UD fields can only be used directly in those forms where the fields live.