NetCash Adding Fields to NetCash Transactions
In NetCash, users can add additional fields to NetCash Bank Transactions that can be used when creating NetSuite Transactions. Adding fields only works for users who are manually importing their Bank or Credit Card Transactions, and it is a great way to flexibly store extra information that is unique to a companies reconciliation process.
To add a custom field to NetCash Bank Transactions:
- Create a custom NetCash Bank Activity form. Navigate to Customization > List, Records, & Fields > Record Types and find the NetCash Bank Transaction record type. On the forms subtab click customize next to Standard NetCash Bank Transaction Form. This will create a new form. Give a name and ID and check the box "Form Is Preferred" and save.
- Navigate back to the NetCash Bank Transaction Custom Form (Customization > List, Records, & Fields > Record Types) and click edit next to the new preferred form. On the Fields subtab, select "New Field". Give the new field a label and ID and select the field type from the drop-down then save.
The newly created field will now be available to select to map to a column on the the NetCash Import Bank Data page, in the view preferences on the Manual Match page, and can be used with NetCash Custom Sourcing when creating transactions.