RE: I am running a GL report and wanted to know if I could add a “external id” as a column

Hi

I am running a GL report and wanted to know if I could add a “external id” as a column.

Let me know if i can add more details. Newbie here

tenzinp Rookie Asked on August 1, 2022 in Accounting.
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2 Answers

Hello tenzinp,

This can be done, but not out of the box. I would recommend creating a custom external id field on your transaction/entity records that is automatically populated from the source external id field value. This can be achieved with a simple script or workflow.

I hope this helps!

Sonny

Beginner Answered on August 1, 2022.

Thank you for your help. Do you think you can show me the steps in order to do that?

on August 2, 2022.
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