NetLessor - Set Journal Entry Preferences

SET JOURNAL ENTRY PREFERENCES

You may need to add a custom field to the journal entry and other transaction records. 

STEP BY STEP PROCESS

  • Navigate to the NetLessor Amortization Transaction by accessing Customization > Lists, Records, & Fields > Transaction Types
  • Select the NetLessor Amortization hyperlink. This process can be repeated with any other Transaction type as well.    
  • On the Forms subtab, select “Customize” to the left of the "Netgain NetLessor Amortization Form" and save it as your own preferred template. On most records, Netgain has created the preferred form, which is often a good start to creating your own form. Be aware that using the Netgain form is not recommended if you plan on doing any customization as changes will get erased upon bundle update.  
  • Navigate to the subfield Screen Fields > Lines > New Field. 

  • This opens up the creation tab for a new field to add to the transaction. Enter the name, ID, and type for the new field. Check the box for "Journal". 
  • Click Save.

  • Navigate back to the transaction and go Screen Fields > Lines. Check the "Show" box next to the field you created. Drag it to the position you want. It will now show as a fillable option for every line on the journal entry.

  • Select Save to save preferences

Was this article helpful?