Did you know you can customize the fields that appear in the header of the Batch Payables Checking Printing window? The Field Chooser tool allows you to do just that!
IMPORTANT: This tool will be available in the next update for customers who currently use Document Management within Datatech Software. It will be available to all customers in the Year End Update.
How Do I Use the Field Chooser?
To access and use the Field Chooser, follow these steps:
- Go to Payables > Payable Reports /Checks > Batch Payables Checking Printing.
- Right-click anywhere in the header.
- From the menu, select Field Chooser.
- To add or remove a field, click on the item and drag it to or from the Field Chooser. In the example below, the Description field is being added and the Discount field is being removed.
- To restore the header to it’s original layout, right-click anywhere in the header and select Restore Layout from the menu.
You can also change the order of the fields in the header. To do this, click on any field and drag it to where you want it to be placed; 2 red arrows will appear above and below the item you’re moving to indicate where it can be placed.
In the example below, the Previous Payments field is being moved so that it appears before the Invoice Total.
Need more help with using the Field Chooser? Click here to watch our video tutorial.