When any of these fields are enabled, you will be able to see them on the Add and Edit Transaction forms and they will also appear in the Transaction Register and Search results.
This field can be used for check numbers or other short text. (limit: 32 characters)
You can enter any information into this field, but typically it would be a person or company name. Auto-complete suggestions appear in this field. (limit: 255 characters)
You can enter any additional information about a transaction here. Auto-complete suggestions appear in this field. (limit: 255 characters)
Attach a File
When enabled, you can attach a file to a transaction. Max file size: 2MB. PDF, JPG and PNG files allowed.
The example below shows an Add Transaction form with all of the custom fields enabled.
All custom fields enabled
Custom Fields on Mobile Apps
If you enable the check number, memo or payee field on the website, those fields will also be available on the iOS and Android apps. You might have to sign out and then sign back into the app after turning on or off any of the fields to see those changes properly reflected in the app.
If you have a question about the site, please check the Support Forums, Tutorials and Help section to see if it's already answered there.
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