Can anyone please help me to find where to customi...
# general
d
Can anyone please help me to find where to customize the "Check" page to display additional fields? I have the Suite Answers page but there are no links on how to find the page to customize and I am totally stuck: "Select an expense category if you use internal expense categories and have customized the Check page to display this field."
t
I hope you are talking about Bank Checks , To display additional fields, create if needed or customize form to show existing ones by clicking any one check record, Top right> Customize > Customize form > Show the required fields on the form.
d
@tuli yes I am, thank you. So I am in there but I don't see anywhere to make a column visible specifically the "Expense Category" column. I tried "Customize Form" and didn't see exactly where to do it and then tried "Customize --> New Column Field" and added it there and it also didn't trigger anything. Am I missing something or can you point me to an article? Thanks,
t
On Form Screen fields> Expenses Sublist > Category
d
thank you!
turns out the company I hired to implement royally botched our forms and made it impossible to find.
@tuli maybe you can help me with one more. When I go to match my imported bank data, if I need to create a charge, it creates a check but does not display "expense category" as a field when creating the charge. since it's required, it throws an error. Any idea on how to make it appear on the bank match charge entry?
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These are the only fields populating and to "Add" and create the charge, it requires the expense category to be filled out but it's not here. I assume I need to add it but am not sure how or if it's even possible.
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