Friday, March 8, 2019

Print Bank Details in Transactions

1. Navigate to Customization > Forms Transaction PDF Layouts.

2. Edit the Preferred Transaction Layout.

3. Click on the Add Custom Element.

4. Provide the Element Name.

5. Type in the Company Bank Details in the Text Area.


ABN Savings : 98765432-10

ABN Checking: 10-2345678

6. Check Show Label and Wrap Text.

7. Save.

8. Move the Custom Element and resize it as needed on the form.

9. Save.


Note: This is not possible for Customer Statements as adding a Custom Element is currently an Enhancement Request (Enhancement 137560).

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