What do I need to do to add a custom field to a bank file template?

AI generated answer (using internal Slack threads):

To add a custom field to a bank file template, you need to edit the Payment File Format (PFF) for the entity (e.g., Vendor) you're working with. Here are the steps: 1. Navigate to the Payment File Format that you want to modify. 2. Add an entry to the Entity Reference Fields section. You can do this by copying an existing native field and changing the parameters to match your custom field. For example, if you have a native field like this:

<refField id='custrecord_2663_entity_bank_acct_type' mandatory='true' label='Bank Account Type'/>

You can create a custom field like this:

<refField id='custrecord_2663_entity_custom_field_ID' mandatory='true' label='My new field'/>

Replace

'custrecord_2663_entity_custom_field_ID'

with the ID of your custom field and

'My new field'

with the label you want to display. Please note that you might not be able to overwrite the native PFF even in the Admin role. If you encounter this issue, you may need to create a new PFF and add your custom field there. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******