Fields and columns you can add to forms

https://help.myob.com/wiki/x/iYFW

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

When you personalise a form (Setup menu > Customise Forms > select form > Customise), you can choose to add fields and columns. These fields and columns are specific to the form you're customising, and automatically display data that comes from your company file, like an invoice number, item price or customer address. We've listed them below for each form type.

If you want to add your own text to a form, see Add text and fields to forms.

To add a field

Click Fields in the Customise toolbar.

Customise toolbar

To add a table column

Right-click the table and choose Show/Hide Columns, then choose the columns you want to show.

animation showing right-click and choosing show hide columns

Fields you can add to forms

Here are the fields you can add to each form. If the field you need to add isn't listed, you can add a text box to your form and enter the required text.

These field descriptions are based on the Australian AccountRight versions. The fields used in New Zealand forms are identical, except for some minor local differences. For example, in the Australian products, tax related fields are labelled as "Tax" while for New Zealand, they're labelled as "GST".

Cheque Layout

Field name	Data that will print in this field
Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form.
ABN (Australia only)	The Australian Business Number (ABN) entered in the Company Information window
Amount in English	The amount entered on the transaction. Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form.
Amount in Numeric	Amount on transaction in numeric form
Cheque Amount	The amount entered on the transaction in numeric form
Cheque Number	The cheque number entered on the transaction
Company Trading Name	The name under which your company does business
Date	The date entered on the transaction
Memo	The memo entered in the Journal Memo field of the transaction
Payee	The information entered or selected in the Payee field on the transaction

Some fields may not be available on some versions of the form layout.

See also Personalising cheques.

Cheque Stub Layout—Regular

Field name	Data that will print in this field
If you choose the Laser Cheque form, these fields appear twice — once for each stub. Supplemental fields from the Company Information window can also be used on this form.
Account Name	The name of the allocation account entered on the transaction
Acct. No.	The allocation accounts entered on the transaction
Allocation Amount	The allocation amounts entered on the transaction
Allocation Memo	The memo for each allocation amount entered on the transaction
Category (Not Basics)	The financial tracking category assigned to the transaction associated with this cheque
Cheque Amount	The amount entered on the transaction, in numeric form
Cheque Number	Cheque number entered on the transaction
Date	Date entered on the transaction
Memo	The memo entered in the Journal Memo field of transaction
Payee	The information entered or selected in the Payee field on the transaction

Some fields may not be available on some versions of the form layout.

See also Personalising cheques.

Cheque Stub Layout—Payable (Not Basics)

Field name	Data that will print in this field
If you choose the Laser Cheque form, these fields appear twice — once for each stub. Supplemental fields from the Company Information window can also be used on this form.
Allocation Amount	The amount entered in the Amount Applied field in the Pay Bills window
Category	The financial tracking category assigned to the transaction associated with this cheque
Cheque Amount	The amount displayed in the Amount field of the Pay Bills window in numeric form
Cheque Number	Cheque number entered in the Pay Bills window
Date	Date entered in the Pay Bills window
Invoice Date	The date entered in the Date field on the purchase
Invoice Debit Memos	The total of any debit memos posted against this bill
Invoice Debit Memos With Label	The total of any debit memos posted against this bill with the label “DM”
Invoice Discounts	The total discounts that have been applied to this bill
Invoice Discounts With Label	The total discounts that have been applied to this bill with the label “DISC”
Invoice Payments	The total payments that have been applied to pay this bill
Invoice Total Amount	The original value of the bill
Invoice Total Debits	The total of payments and debit memos posted against this bill
Memo	The memo entered in the Journal Memo field of the Pay Bills window
Payee	The information entered or selected in the Payee field in the Pay Bills window
Purchase No.	The entry in the Purchase No. field on the bill
Purchase No. With Label	The entry in the Purchase No. field on the bill with the label “Purchase”.
Supplier’s No.	The entry in the Supplier Inv No. field on the bill
Supplier’s No. With Label	The entry in the Supplier Inv No. field on the bill with the label “Invoice #”

Some fields may not be available on some versions of the form layout.

See also Personalising cheques.

Cheque Stub Layout—Refund

Field name	Data that will print in this field
If you choose the Laser Cheque form, these fields appear twice — once for each stub.
ABN (Australia only)	The Australian Business Number (ABN) entered in the Company Information window
ACN (Australia only)	Your company’s 9-digit Australian Company Number, from the Company Information window
Allocation Amount	The amount entered in the Amount field of the Settle Returns & Credits window
Category (Not Basics)	The financial tracking category assigned to the transaction associated with this cheque
Cheque Amount	The amount displayed in the Amount field in the Settle Returns and Credits window in numeric form
Cheque Number	Cheque number entered in the Settle Returns and Credits window
Date	Date entered in the Settle Returns and Credits window
Invoice Date	The date of the customer credit
Invoice No.	The invoice number of the customer credit
Memo	The memo entered in the Journal Memo field of the Settle Returns and Credits window
Payee	The information entered or selected in the Payee field in the Settle Returns and Credits window

Some fields may not be available on some versions of the form layout.

See also Personalising cheques.

Cheque Stub Layout—Paycheque/Pay Advice (Plus and Premier, Australia only)

Field name	Data that will print in this field
If you choose the Laser Cheque form, these fields appear twice — once for each stub. Supplemental fields from the Applied Payment Details window can also be used on this form.
ABN	The Australian Business Number (ABN) or Tax File Number (TFN) entered in the Company Information window
ACN	Your company’s 9-digit Australian Company Number, from the Company Information window
Amount	Amount applicable to allocation line
Annual Salary	This employee’s annual salary, as shown on the employee’s card
Category	The financial tracking category assigned to this paycheque transaction
Cheque Amount	Amount in the Net Pay field in the Pay Employee transaction
Cheque Number	The number assigned to this cheque in the Pay Employee transaction
Company Name	From the Company Information window
Deduction Amount	Lists the deduction amounts for each category — shown as positive numbers
Employee Name	From the Card Information window for this employee
Employment Basis	This field can't be added to the form. If you require this information to show on a pay slip, add it as a text field.
Employment Classification	The classification specified for this employee on the Payroll Details tab of the Card Information window
Ending Date	The last day of the pay period represented by this paycheque; from the Pay Period end field of the Pay Employee transaction
Gross Amt	The total amount of the paycheque before taxes, expenses and deductions
Hours	For employees paid by the hour, the number of hours applicable to each allocation line
Hourly Rate	For employees paid by the hour, the entry in the Hourly Rate field in the Card Information window— Payroll Details-Wages For salary employees, calculated based on the entries in Annual Salary, Pay Frequency and Hours in Pay Period fields
Memo	The memo entered in the Journal Memo field of the transaction
Name of Employer	The company name entered in the Company Information window
Payment Date	The Payment Date from the Pay Employee transaction
Payment Method	The payment method designated on the Pay Employee transaction (Cash, Cheque or Electronic)
Payroll Category	The payroll categories applicable to each allocation line. Only those categories with an amount for this paycheque or an amount in the YTD (year-to-date) column will print.
Rate	The rate (if any) applicable to each allocation line
Starting Date	The Pay Period Start Date from the Pay Employee transaction
Superannuation Fund Name	The Superannuation Fund linked to the Employee card
Payroll Category	Type of payroll category — Wages, Deductions, Superannuation Deductions, Entitlements, Taxes, Employer Expenses, Superannuation Deductions
Wages Amount	The total amount of wages applied to each payroll category
YTD Amount	The sum of the Pay History amounts applied to each category listed on the paycheque. For entitlements, the amount includes YTD and carry-over amounts. The category must be included on the paycheque or the YTD amount will not appear.

Some fields may not be available on some versions of the form layout.

See also Personalising cheques.

Invoice—Service

Field name	Data that will print in this field
More fields are available to customise this form: Supplemental fields from the Card Information window Supplemental fields from the Company Information window Supplemental fields from the Applied Payment Details window
Inv/PO No.	The number of the transaction with an asterisk before and after it
ABN (Australia only)	The Australian Business Number (ABN) entered in the Company Information window
ACN (Australia only)	Your company’s 9-digit Australian Company Number, from the Company Information window
Applied	The total of the payments that have been applied to the sale
Balance	Amount of the sale including GST and freight charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale.
Barcode	A scannable barcode representation that includes the Payee Number provided when you subscribed to M-Powered Services. The barcode is generated using data from your software and data provided by Australia Post. If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Category (Not Basics)	The financial tracking category assigned to this sale
Comment	The comment entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window.
Cust PO No.	The entry in the Customer PO No. field on the transaction
Cust/Suppl ABN (Australia only)	The Australian Business Number (ABN) for this customer, from the Card Information window — Selling Details view
Customer Reference	A reference number for your company that is derived from the Payee Number on the Company Information window. If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Date	The date entered on the transaction
Description	The description of each line item entered on the transaction
Due Date	The date the payment is due, based on the terms of the sale
Ex Amount	The tax-exclusive amount of each line item entered on the transaction
Ex Freight	The freight charges that apply to the sale, excluding GST on the freight charges
Ex Subtotal	The subtotal of all amounts on the transaction, exclusive of any GST applied to these amounts
Ex Subtotal + Freight	The GST-exclusive subtotal amount for each item, including freight charges
Freight + tax	Includes the freight amount plus the GST on the freight
GST Total	The total amount of GST charged for line items and freight on the sale
Inc Amount	The amount of each line item, including the tax applied
Inc Freight	The freight charges that apply to the sale, including GST on the freight charges
Inc Subtotal	The total amount of all line items on the sale to which GST is applied
Invoice No.	The invoice number entered on the transaction
Invoice Type	The sale status of the invoice (Quote, Order or Invoice)
Job Description	The description of the job whose job number is entered for a line item
Job Name	The name of the job whose job number is entered for a line item
Job Number	The job number entered for a line item
Line Tax	The amount of tax for each line item
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo	The memo entered in the Journal Memo field of the transaction
Original Amount in English	The amount of the sale including GST and freight charges (but not including any payments that may have been applied) in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Page No.	The pages of the sale are counted; this field displays the number of the page.
Payment Method	The payment method selected when entering a payment for the sale. Data won’t print in this field if more than one payment has been applied to the sale.
Referral Source	The referral source entered on the transaction
Sales Value	The total amount of the sale used to compute GST
Salesperson (Not Basics)	The salesperson entered on the transaction
Ship Date	The date entered in the Promised Date field on the transaction
Ship Via	The shipping method entered on the transaction
Shipping Address	The shipping address entered on the transaction
Tax	The amount of tax charged for line items and/or freight on the sale
Tax Code	The tax code applied to each line item in the invoice.
Tax Code Description	The applicable tax description(s) from the Tax Code List
Tax Code—Freight	Displays the tax code applied to freight charges if the freight entered on the sale is taxed.
Tax Code w/o Import (Consolidated)	The code that applies to all consolidated GST codes applied to this sale; any imported GST codes are not shown here.
Tax Rate	Displays the tax rate applied to each line item in the sale
Tax Subtotal	The total amount of all taxes applied to line items on the invoice
Tax Total	The total amount of tax charged for line items and freight on the sale
Terms	The terms that appear on the top of the transaction, that is, next to the Terms zoom arrow
Total	The total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.

Some fields may not be available on some versions of the form layout.

Invoice—Item

Field name	Data that will print in this field
More fields are available to customise this form: Supplemental fields from the Applied Payment Details window Supplemental fields from the Card Information window Supplemental fields from the Company Information window Supplemental fields from the Item Information window
Inv/PO No.	The number of the transaction with an asterisk before and after it
ABN (Australia only)	The Australian Business Number (ABN) entered in the Company Information window
ACN (Australia only)	Your company’s 9-digit Australian Company Number, from the Company Information window
Amount + GST	The amount of the line item plus the amount of the GST for the line item
Applied	The total of the payments that have been applied to the sale
Balance	Amount of the sale including GST and freight charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale.
Barcode	A scannable barcode representation that includes the Payee Number provided when you subscribed to M-Powered Services. The barcode is generated using data from your software and data provided by Australia Post. If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Category (Not Basics)	The financial tracking category assigned to this sale
Col	An X is printed if the terms for the sale are COD
Comment	The comment entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window.
Cust PO No.	The entry in the Customer PO No. field on the transaction
Cust/Suppl ABN (Australia only)	The Australian Business Number (ABN) for this customer, from the Card Information window — Selling Details view
Customer Reference	A reference number for your company that is derived from the Payee Number on the Company Information window. If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Date	The date entered on the transaction
Description/Backordered Label	The description of each line item entered on the transaction. The word “Backordered” appears above the line items that are entered in the Backorder column.
Disc %	The discount entered in the Disc % column of the sale
Due Date	The date the payment is due, based on the terms of the sale
Ex Amount	The tax-exclusive amount of each line item entered on the transaction
Ex Freight	The freight charges that apply to the sale, excluding GST on the freight charges
Ex Price 2	The amount of each line item entered on the transaction, exclusive of GST, limited to 2 decimal places
Ex Subtotal	The subtotal of all amounts on the transaction, exclusive of any GST applied to these amounts
Ex Subtotal + Freight	The GST-exclusive subtotal amount for each item, including freight charges
Freight + tax	Includes the freight amount plus the GST on the freight
GST Total	The total amount of GST charged for line items and freight on the sale
Inc Amount	The amount of each line item, including the tax applied
Inc Freight	The freight charges that apply to the sale, including GST on the freight charges
Inc Price	The amount of each line item entered on the transaction, inclusive of GST. May be shown with 6 decimal places, based on rounding
Inc Price 2	The amount of each line item entered on the transaction, inclusive of GST, limited to 2 decimal places
Inc Subtotal	The total amount of all line items on the sale to which GST is applied
Invoice No.	The invoice number entered on the transaction
Invoice Type	The sale status of the invoice (Quote, Order or Invoice)
Job Description	The description of the job whose job number is entered for a line item
Job Name	The name of the job whose job number is entered for a line item
Job Number	The job number entered for a line item
Line Tax	The amount of tax for each line item
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo	The memo entered in the Journal Memo field of the transaction
My Item No.	The number of the item entered on the sale. This is the number for the item entered in the Item Information window.
Original Amount in English	The amount of the sale including GST and freight charges (but not including any payments that may have been applied) in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Page No.	The pages of the sale are counted; this field displays the number of the page.
Payment Method	The payment method selected when entering a payment for the sale. Data won’t print in this field if more than one payment has been applied to the sale.
Ppd	An X is printed if the terms of the sale are Prepaid.
Price	The amount of each line item entered on the transaction, exclusive of GST. May be shown with 6 decimal places, based on rounding
Qty/Units	The amount entered in the Ship or Backordered field on the sale
Referral Source	The referral source entered on the transaction
Sales Value	The total amount of the sale used to compute GST
Salesperson (Not Basics)	The salesperson entered on the transaction
Ship Date	The date entered in the Promised Date field on the transaction
Ship Via	The shipping method entered on the transaction
Shipping Address	The shipping address entered on the transaction
Tax	The amount of tax charged for line items and/or freight on the sale
Tax Code—Freight	Displays the tax code applied to freight charges if the freight entered on the sale is taxed.
Tax Code	The tax code applied to each line item in the invoice.
Tax Code Description	The applicable tax description(s) from the Tax Code List
Tax Code w/o Import (Consolidated)	The code that applies to all consolidated GST codes applied to this sale; any imported GST codes are not shown here.
Tax Rate	Displays the tax rate applied to each line item in the sale
Tax Total	The total amount of tax charged for line items and freight on the sale
Terms	The terms that appear on the top of the transaction, that is, next to the Terms zoom arrow
Total	The total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.
Total Qty/Units	The total of all amounts in the Qty/Units column
Unit	The entry in the Selling Unit of Measure field in the Selling Details view of the Item Information window for the line item

Some fields may not be available on some versions of the form layout.

Invoice—Professional

Field name	Data that will print in this field
More fields are available to customise this form: Supplemental fields from the Applied Payment Details window Supplemental fields from the Card Information window Supplemental fields from the Company Information window
Inv/PO No.	The number of the transaction with an asterisk before and after it
ABN (Australia only)	The Australian Business Number (ABN) entered in the Company Information window
ACN (Australia only)	Your company’s 9-digit Australian Company Number, from the Company Information window
Applied	The total of the payments that have been applied to the sale
Balance	Amount of the sale including GST and freight charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale.
Barcode	A scannable barcode representation that includes the Payee Number provided when you subscribed to M-Powered Services. The barcode is generated using data from your software and data provided by Australia Post. If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Category (Not Basics)	The financial tracking category assigned to this sale
Comment	The comment entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window.
Cust PO No.	The entry in the Customer PO No. field on the transaction
Customer Reference	A reference number for your company that is derived from the Payee Number on the Company Information window. If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Cust/Suppl ABN (Australia only)	The Australian Business Number (ABN) for this customer, from the Card Information window — Selling Details view
Date	The date entered on the transaction
Description	The description of each line item entered on the transaction
Due Date	The date the payment is due, based on the terms of the sale
Ex Amount	The tax-exclusive amount of each line item entered on the transaction
Ex Subtotal	The subtotal of all amounts on the transaction, exclusive of any GST applied to these amounts
Invoice No.	The invoice number entered on the transaction
Invoice Type	The sale status of the invoice (Quote, Order or Invoice)
Job Description	The description of the job whose job number is entered for a line item
Job Name	The name of the job whose job number is entered for a line item
Job Number	The job number entered for a line item
Line Tax	The amount of tax for each line item
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo	The memo entered in the Journal Memo field of the transaction
Original Amount in English	The amount of the sale including GST and freight charges (but not including any payments that may have been applied) in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Page No.	The pages of the sale are counted; this field displays the number of the page.
Payment Method	The payment method selected when entering a payment for the sale. Data won’t print in this field if more than one payment has been applied to the sale.
Reference Date	The date of service for each line item entered on the transaction
Referral Source	The referral source entered on the transaction
Sales Value	The total amount of the sale used to compute GST
Salesperson (Not Basics)	The salesperson entered on the transaction
Shipping Date	The date entered in the Promised Date field on the transaction
Tax	The amount of tax charged for line items and/or freight on the sale
Tax Code	The tax code applied to each line item in the invoice.
Tax Code Description	The applicable tax description(s) from the Tax Code List
Tax Code w/o Import (Consolidated)	The code that applies to all consolidated GST codes applied to this sale; any imported GST codes are not shown here.
Tax Rate	Displays the tax rate applied to each line item in the sale
Tax Total	The total amount of tax charged for line items and freight on the sale
Terms	The terms that appear on the top of the transaction, that is, next to the Terms zoom arrow
Total	The total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.

Some fields may not be available on some versions of the form layout.

Invoice—Time Billing

Field name	Data that will print in this field
Supplemental fields from the Card Information window and Supplemental fields from the Company Information window are also available to customise this form.
Applied	The total of the payments that have been applied to the sale
Balance	Amount of the sale including GST and freight charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale. When the preference I include Items on Time Billing Invoices is marked, freight can be included on the Time Billing invoice layout, and the data in this field will include any freight charges entered.
Barcode	A scannable barcode representation that includes the Payee Number provided when you subscribed to M-Powered Services. The barcode is generated using data from your software and data provided by Australia Post. If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Category	The financial tracking category assigned to the transaction associated with this invoice
Comment	The comment entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window.
Cust PO No.	The entry in the Customer PO No. field on the transaction
Customer Reference	A reference number for your company that is derived from the Payee Number on the Company Information window. If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Date	The date entered on the transaction
Description/Backordered Label	The description entered in the Notes column on the transaction
Due Date	The date the payment is due, based on the terms of the sale
Invoice No.	The invoice number entered on the transaction
Invoice Type	The sale status of the invoice (Quote, Order or Invoice)
Job Description	The description of the job whose job number is entered for a line item
Job Name	The name of the job whose job number is entered for a line item
Job Number	The job number entered for a line item
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo	The memo entered in the Journal Memo field of the transaction
My Activity No.	Activity number from the Activity Information window — Profile view or the Item number from the Item Information window — Profile view. When the preference I include Items on Time Billing Invoices is marked, item numbers can appear in this field.
Original Amount in English	The amount of the sale including GST and freight charges (but not including any payments that may have been applied) in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Page No.	The pages of the sale are counted; this field displays the number of the page.
Payment Method	The payment method selected when entering a payment for the sale. Data won’t print in this field if more than one payment has been applied to the sale.
Qty/Units	The amount entered in the Hours/Units field on the sale
Reference Date	The date of service for each line item entered on the transaction
Referral Source	The referral source entered on the transaction
Sales Value	The total amount of the sale used to compute GST
Ship Date	The date entered in the Promised Date field on the transaction
Ship Via	The shipping method entered on the transaction. When the preference I include Items on Time Billing Invoices is marked, this field can appear on the Time Billing invoice layout.
Shipping Address	The shipping address entered on the transaction. When the preference I include Items on Time Billing Invoices is marked, this field can appear on the Time Billing invoice layout.
Terms	The terms that appear on the top of the transaction (that is, next to the Terms zoom arrow)
Total	The total of the line items plus GST and freight charges. (Doesn’t reflect any payments that may have been applied.) When the preference I include Items on Time Billing Invoices is marked, freight can be entered on the Time Billing invoice layout, and this total will include any freight charges entered.
Total Qty/Units	The total of all amounts in the Qty/Units column
Unit	The entry in the Unit of Measurements field of the Activity Information window

Some fields may not be available on some versions of the form layout.

Labels—Service

Field name	Data that will print in this field
Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form.
Inv/PO No.	The number of the transaction with an asterisk before and after it
Comment	The comment entered on the transaction
Cust PO No.	The entry in the Customer PO No. field on the transaction
Date	The date entered on the transaction
Invoice No.	The invoice number entered on the transaction
Ship Date	The date entered in the Promised Date field on the transaction
Ship Via	The ship method entered on the transaction
Shipping Address	The shipping address entered on the transaction

Some fields may not be available on some versions of the form layout.

Labels—Item

Field name	Data that will print in this field
Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form.
Inv/PO No.	The number of the transaction with an asterisk before and after it
Comment	The comment entered on the transaction
Cust PO No.	The entry in the Customer PO No. field on the transaction
Date	The date entered on the transaction
Invoice No.	The invoice number entered on the transaction
No. of items	The total number of items entered in the Shipped column of the sale
Ship Date	The date entered in the Promised Date field on the transaction
Ship Via	The ship method entered on the transaction
Shipping Address	The shipping address entered on the transaction

Some fields may not be available on some versions of the form layout.

Labels—Professional

Field name	Data that will print in this field
Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form.
Inv/PO No.	The number of the transaction with an asterisk before and after it
Comment	The comment entered on the transaction
Cust PO No.	The entry in the Customer PO No. field on the transaction
Date	The date entered on the transaction
Invoice No.	The invoice number entered on the transaction
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Ship Date	The date entered in the Promised Date field on the transaction

Some fields may not be available on some versions of the form layout.

Labels—Time Billing (Not Basics)

Field name	Data that will print in this field
Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form.
Inv/PO No.	The number of the transaction with an asterisk before and after it
Comment	The comment entered on the transaction
Cust PO No.	The entry in the Customer PO No. field on the transaction
Date	The date entered on the transaction
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Ship Date	The date entered in the Promised Date field on the transaction
Ship Via	The ship method entered on the transaction
Shipping Address	The shipping address entered on the transaction

Some fields may not be available on some versions of the form layout.

Packing Slip—Service (Not Basics)

Field name	Data that will print in this field
More fields are available to customise this form: Supplemental fields from the Card Information window Supplemental fields from the Company Information window Supplemental fields from the Applied Payment Details window
Inv/PO No.	The number of the transaction with an asterisk before and after it
Applied	The total of the payments that have been applied to the sale
Balance	Amount of the sale including GST and freight charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale.
Category	The financial tracking category assigned to this sale
Comment	The comment entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window.
Date	The date entered on the transaction
Description	The description of each line item entered on the transaction
Due Date	The date the payment is due, based on the terms of the sale
Ex Subtotal + Freight	The GST-exclusive subtotal amount for each item, including freight charges
Freight	The freight amount entered on the sale. Includes the freight amount plus the GST on the freight
Freight + tax	Includes the freight amount plus the GST on the freight
Inc Freight	The charge including freight
Invoice Type	The sale status of the invoice (Quote, Order or Invoice)
Job Description	The description of the job whose job number is entered for a line item
Job Name	The name of the job whose job number is entered for a line item
Job Number	The job number entered for a line item
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo	The memo entered in the Journal Memo field of the transaction
Original Amount in English	The amount of the sale including GST and freight charges (but not including any payments that may have been applied) in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Page No.	The pages of the sale are counted; this field displays the number of the page.
Payment Method	The payment method selected when entering a payment for the sale. Data won’t print in this field if more than one payment has been applied to the sale.
Referral Source	The referral source entered on the transaction
Sales Value	The total amount of the sale used to compute GST
Ship Date	The date entered in the Promised Date field on the transaction
Ship Via	The shipping method entered on the transaction
Shipping Address	The shipping address entered on the transaction
Terms	The terms that appear on the top of the transaction, that is, next to the Terms zoom arrow
Total	The total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.
None	The title of the form appears in this text field. You may edit this title like any other form text field.

Some fields may not be available on some versions of the form layout.

Packing Slip—Item (Not Basics)

Field name	Data that will print in this field
More fields are available to customise this form: Supplemental fields from the Applied Payment Details window Supplemental fields from the Card Information window Supplemental fields from the Company Information window Supplemental fields from the Item Information window
Inv/PO No.	The number of the transaction with an asterisk before and after it
Applied	The total of the payments that have been applied to the sale
Balance	Amount of the sale including GST and freight charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale.
Category	The financial tracking category assigned to this sale
Col	An X is printed if the terms for the sale are COD
Comment	The comment entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window.
Cust PO No.	The entry in the Customer PO No. field on the transaction
Date	The date entered on the transaction
Description/Backordered Label	The description of each line item entered on the transaction. The text “Backordered” appears above the line items that are entered in the Backorder column.
Disc %	The discount entered in the Disc% column of the sale.
Due Date	The date the payment is due, based on the terms of the sale.
Freight + tax	Includes the freight amount plus the GST on the freight
Invoice Type	The sale status of the invoice (Quote, Order or Invoice)
Job Description	The description of the job whose job number is entered for a line item
Job Name	The name of the job whose job number is entered for a line item
Job Number	The job number entered for a line item
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo	The memo entered in the Journal Memo field of the transaction
Original Amount in English	The amount of the sale including GST and freight charges (but not including any payments that may have been applied) in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Packing Item No.	The item number that is recorded in the Item Information window and entered when the item is sold
Page No.	The pages of the sale are counted; this field displays the number of the page.
Payment Method	The payment method selected when entering a payment for the sale. Data won’t print in this field if more than one payment has been applied to the sale.
Ppd	An X is printed if the terms for the sale are Prepaid.
Price	The amount entered in the Price column of the sale.
Qty/Units	The amount entered in the Ship or Backordered field on the sale
Referral Source	The referral source entered on the transaction
Ship Date	The date entered in the Promised Date field on the transaction
Ship Via	The shipping method entered on the transaction
Shipping Address	The shipping address entered on the transaction
Subtotal	The total of the line item amounts on the sale (no GST included).
Subtotal + GST	Includes the subtotal amount plus the GST on the subtotal
Terms	The terms that appear on the top of the transaction, that is, next to the Terms zoom arrow
Total	The total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.
Unit	The entry in the Selling Unit of Measure field in the Selling Details view of the Item Information window for the line item
None	The title of the form appears in this text field. You may edit this title like any other form text field.

Some fields may not be available on some versions of the form layout.

Packing Slip—Professional (Not Basics)

Field name	Data that will print in this field
More fields are available to customise this form: Supplemental fields from the Card Information window Supplemental fields from the Company Information window Supplemental fields from the Applied Payment Details window
Inv/PO No.	The number of the transaction with an asterisk before and after it
Applied	The total of the payments that have been applied to the sale
Balance	Amount of the sale including GST and freight charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale.
Category	The financial tracking category assigned to this sale
Comment	The comment entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window.
Cust PO No.	The entry in the Customer PO No. field on the transaction
Date	The date entered on the transaction
Description	The description of each line item entered on the transaction.
Due Date	The date the payment is due, based on the terms of the sale.
Invoice Type	The sale status of the invoice (Quote, Order or Invoice)
Job Description	The description of the job whose job number is entered for a line item
Job Name	The name of the job whose job number is entered for a line item
Job Number	The job number entered for a line item
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo	The memo entered in the Journal Memo field of the transaction
Original Amount in English	The amount of the sale including GST and freight charges (but not including any payments that may have been applied) in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Page No.	The pages of the sale are counted; this field displays the number of the page.
Payment Method	The payment method selected when entering a payment for the sale. Data won’t print in this field if more than one payment has been applied to the sale.
Reference Date	The date of service for each line item entered on the transaction.
Referral Source	The referral source entered on the transaction
Ship Date	The date entered in the Promised Date field on the transaction
Subtotal	The total of the line item amounts on the sale (no GST included).
Subtotal + GST	Includes the subtotal amount plus the GST on the subtotal
Terms	The terms that appear on the top of the transaction, that is, next to the Terms zoom arrow
Total	The total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.
None	The title of the form appears in this text field. You may edit this title like any other form text field.

Some fields may not be available on some versions of the form layout.

Remittance Advice—Pay Bills (Not Basics)

Field name	Data that will print in this field
Supplemental fields from the Company Information window can also be used on this form.
Category	The financial tracking category assigned to this sale
Cheque Amount	The amount entered on the transaction in numeric form
Cheque Number	The cheque number entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window
Finance Charges	The total amount of the finance charge from each invoice within the Pay Bills transaction
Finance Charges—Label	The finance charge label for the invoice field within the Pay Bills transaction
Memo	The memo entered in the Journal Memo field of the transaction
Page No.	The pages of the transaction are counted; this field displays the number of the page.
Payee	The name and address of the selected supplier, as entered in the supplier card.
Account Name	The name of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund)
Account No.	The number of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund)
Allocation Amount	The allocation amount entered on the transaction
Invoice Debit Memos	The total of any debit memos posted against this bill
Invoice Discounts	The total discounts that have been applied to this bill
Invoice Payments	The total payments that have been applied to pay this bill
Invoice Total Amount	The original value of the bill
Invoice Total Debits	The total of payments and debit memos posted against this bill

Some fields may not be available on some versions of the form layout.

Remittance Advice—Spend Money

Field name	Data that will print in this field
Supplemental fields from the Company Information window can also be used on this form.
A.B.N (Australia only)	The Australian Business Number (ABN) entered in the Company Information window
A.B.N Branch (Australia only)	The A.B.N. Branch number entered in the Company Information window
A.C.N (Australia only)	Your company’s 9-digit Australian Company Number, from the Company Information window
Category (Not Basics)	The financial tracking category assigned to this sale
Cheque Amount	The amount entered on the transaction in numeric form
Cheque Number	The cheque number entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window
Memo	The memo entered in the Journal Memo field of the transaction
Page No.	The pages of the transaction are counted; this field displays the number of the page.
Payee	The name and address of the selected supplier, as entered in the supplier card.
Payment Date	The date entered Payment Date field on the transaction
Sales Tax Number	The Sales Tax Number from the Company Information window
Supplier's A.B.N (Australia only)	The Australian Business Number (ABN) for this supplier, from the Card Information window — Buying Details view
Account Name	The name of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund)
Account No.	The number of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund)
Allocation Amount	The allocation amount entered on the transaction
Allocation Memo	The allocation memo entered on the transaction

Some fields may not be available on some versions of the form layout.

Remittance Advice—Credit Refund

Field name	Data that will print in this field
Supplemental fields from the Company Information window can also be used on this form.
A.B.N (Australia only)	The Australian Business Number (ABN) entered in the Company Information window
A.B.N Branch (Australia only)	The A.B.N. Branch number entered in the Company Information window
A.C.N (Australia only)	Your company’s 9-digit Australian Company Number, from the Company Information window
Category (Not Basics)	The financial tracking category assigned to this sale
Cheque Amount	The amount entered on the transaction in numeric form
Cheque Number	The cheque number entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window
Memo	The memo entered in the Journal Memo field of the transaction
Page No.	The pages of the transaction are counted; this field displays the number of the page.
Payee	The name and address of the selected supplier, as entered in the supplier card.
Payment Date	The date entered Payment Date field on the transaction
Account Name	The name of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund)
Account No.	The number of the account selected in the transaction window (Pay Bills, Spend Money or Credit Refund)
Allocation Amount	The allocation amount entered on the transaction
Allocation Memo	The allocation memo entered on the transaction

Some fields may not be available on some versions of the form layout.

Statements—Invoice

Field name	Data that will print in this field
Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form.
Inv/PO No.	The number assigned to each sales transaction with an asterisk before and after it
“Amount Remitted”	None. The basic form layout provides only a text title here, allowing you to present this portion of the statement to your customer as a remittance stub. Your customer may enter a remittance amount on the horizontal line below this text.
1st Ageing Period	The entry in this field depends on your selections for Ageing in the Reports & Forms tab of the Preferences window. If you selected Daily Ageing, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 1st Period. For example, if “30 Days” is the entry in the Period 1 field, this entry is the title for amounts that are overdue 1 to 30 days. (Overdue amounts appear in the Period 1 data field.) If you selected Monthly Ageing and Identify by Month Names, the name of the month previous to the current month is displayed; this entry represents the month in which the invoice became overdue. If you selected Monthly Ageing and Identify by Month Numbers, the entry is 1 Month; this entry is the title for how many months the invoice is overdue.
2nd Ageing Period	The entry in this field depends on your selections for Ageing in the Reports & Forms view of the Preferences window. If you selected Daily Ageing, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 2nd Period. For example, if “60 Days” is the entry in the Period 2 field, the entry is the title for amounts that are 31 to 60 days overdue. (Overdue amounts appear in the Period 2 data field.) If you selected Monthly Ageing and Identify by Month Names, the name of the month that is two months previous to the current month is displayed; the entry represents the month in which the invoice became overdue. If you selected Monthly Ageing and Identify by Month Numbers, the entry is 2 Months; this entry is the title for how many months the invoice is overdue.
3rd Ageing Period	The entry in this field depends on your selections for Ageing in the Reports & Forms view of the Preferences window. If you selected Daily Ageing, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 3rd Period. For example, if “60+ Days” is the entry in the Period 3 field, the entry is the title for amounts that are overdue more than 60 days. (Overdue amounts appear in the Period 3 data field.) If you selected Monthly Ageing and Identify by Month Names, the name of the month that is three months previous to the current month is displayed; the entry represents the period in which the invoice became overdue. If you selected Monthly Ageing and Identify by Month Numbers, the entry is 2+Months; this entry is the title for how many months the invoice is overdue.
Balance Due	Amount of the sale including GST and freight charges minus any payments that have been applied. This is the amount that appears in the Balance Due field of each sale.
Barcode	A scannable barcode representation that includes the Payee Number provided when you subscribed to M-Powered services. The barcode is generated using data from your software and data provided by Australia Post. If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Billing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window
Current Date	The date shown in your company file; the date the statement is printed and on which any finance charges will be applied to an outstanding balance.
Current	The total of the balance due amounts that isn’t past the payment due date. The amount is calculated using the terms that appear in the Terms field of each invoice.
Customer Reference	A reference number for your company that is derived from the Payee Number on the Company Information window. If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Cust PO No.	The entry in the Customer PO No. field on each transaction
Cust/Suppl ABN (Australia only)	The Australian Business Number (ABN) for this customer, from the Card Information window — Selling Details view
Date	The date entered on each invoice and payment on the statement
Deposits Balance	The total amount of deposits available to be applied to this customer’s orders.
Ex Charge	The amount due each invoice, exclusive of any finance charges. Finance charges are added to the amount due only if you’ve marked “Add Finance Charges to Amount Due” in the Advanced Filters window.
Ex Total	The total amount due on the open invoices, minus any finance charges. Finance charges are added to the amount due only if you’ve marked “Add Finance Charges to Amount Due” in the Advanced Filters window.
Finance Charges	The total finance charge made to this customer as of the date the statement is printed
Finance Charges—Label	Displays a title for the amount appearing in the Finance Charges data field.
ID#	Displays the number of each invoice and the number of each payment applied to the invoice.
Inc Charges	The amount that appears in the Total Amount field of each invoice (includes any finance charges)
Inc Total	The total amount due on the open invoices, including the amount of any applicable taxes. Finance charges are added to the amount due only if you’ve marked “Add Finance Charges to Amount Due” in the Advanced Filters window.
Invoice No.	The invoice number entered on the sale. (An invoice statement lists only invoices that are open.)
Memo	The memo entered on each invoice
Page No.	The pages of the statement are counted; this field displays the number on each page.
Payments—All Types	Displays all payments applied to each invoice, including credits, discounts and payments received.
Payments—Credits Applied	Displays all credits applied to each invoice.
Payments—Discounts Applied	Displays all discounts applied to each invoice.
Payments—Received Payments	Displays all payments received for each invoice.
Period 1	The total amount overdue in the 1st Ageing Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 1st Ageing Period, see that field’s information in this table.)
Period 2	The total amount overdue in the 2nd Ageing Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 2nd Ageing Period, see that field’s information in this table.)
Period 3	The total amount overdue in the 3rd Ageing Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 3rd Ageing Period, see that field’s information in this table.)
Statement Date	The date on which the statement was created.
Tax	The amount of tax charged on each invoice on the statement
GST Subtotal	The total amount of all GST applied to all invoices on the statement
None	The title of the form appears in this text field. You may edit this title like any other form text field.

Some fields may not be available on some versions of the form layout.

Statements—Activity

Field name	Data that will print in this field
Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form.
“Amount Remitted”	None. The basic form layout provides only a text title here, allowing you to present this portion of the statement to your customer as a remittance stub. Your customer may enter a remittance amount on the horizontal line below this text.
1st Ageing Period	The entry in this field depends on your selections for Ageing in the Reports & Forms view of the Preferences window. If you selected Daily Ageing, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 1st Period. For example, if “30 Days” is the entry in the Period 1 field, this entry is the title for amounts that are overdue 1 to 30 days. (Overdue amounts appear in the Period 1 data field.) If you selected Monthly Ageing and Identify by Month Names, the name of the month previous to the current month is displayed; this entry represents the month in which the invoice became overdue. If you selected Monthly Ageing and Identify by Month Numbers, the entry is 1 Month; this entry is the title for how many months the invoice is overdue.
2nd Ageing Period	The entry in this field depends on your selections for Ageing in the Reports & Forms view of the Preferences window. If you selected Daily Ageing, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 2nd Period. For example, if “60 Days” is the entry in the Period 2 field, the entry is the title for amounts that are 31 to 60 days overdue. (Overdue amounts appear in the Period 2 data field.) If you selected Monthly Ageing and Identify by Month Names, the name of the month that is two months previous to the current month is displayed; the entry represents the month in which the invoice became overdue. If you selected Monthly Ageing and Identify by Month Numbers, the entry is 2 Months; this entry is the title for how many months the invoice is overdue.
3rd Ageing Period	The entry in this field depends on your selections for Ageing in the Reports & Forms view of the Preferences window. If you selected Daily Ageing, a number of days is displayed. The field displays the greatest number of days an invoice can be overdue for the 3rd Period. For example, if “60+ Days” is the entry in the Period 3 field, the entry is the title for amounts that are overdue more than 60 days. (Overdue amounts appear in the Period 3 data field.) If you selected Monthly Ageing and Identify by Month Names, the name of the month that is three months previous to the current month is displayed; the entry represents the period in which the invoice became overdue. If you selected Monthly Ageing and Identify by Month Numbers, the entry is 2+Months; this entry is the title for how many months the invoice is overdue.
As Of Date	The first date on which charges in this statement were posted.
Balance Due	Amount of the sale including GST and freight charges minus any payments that have been applied. This is the amount that appears in the Balance Due field of each sale.
Balance	The balance carried forward for this customer, as at the “Activity From” date
Barcode	A scannable barcode representation that includes the Payee Number provided when you subscribed to M-Powered services. The barcode is generated using data from your software and data provided by Australia Post. If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Billing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window
Current	The total of the balance due amounts that isn’t past the payment due date. The amount is calculated using the terms that appear in the Terms field of each invoice.
Current Date	The date shown in your system for the date the statement is printed.
Cust PO No.	The entry in the Customer PO No. field on each transaction
Customer Reference	A reference number for your company that is derived from the Payee Number on the Company Information window. If you have not entered a valid Payee Number in the Company Information window, “Not Available” will print in this field.
Cust/Suppl ABN (Australia only)	The Australian Business Number (ABN) for this customer, from the Card Information window — Selling Details view
Date	The date entered on each invoice and payment on the statement
Deposits Balance	The total amount of deposits available to be applied to this customer’s orders.
Ex Charge	The amount due each invoice, exclusive of any finance charges. Finance charges are added to the amount due only if you’ve marked “Add Finance Charges to Amount Due” in the Advanced Filters window.
Ex Total	The total amount due on the open invoices, minus any finance charges. Finance charges are added to the amount due only if you’ve marked “Add Finance Charges to Amount Due” in the Advanced Filters window.
Finance Charges	The total finance charge made to this customer as of the date the statement is printed
Finance Charges—Label	Displays a title for the amount appearing in the Finance Charges data field.
Inc Charges	The amount that appears in the Total Amount field of each invoice (includes any finance charges)
Inc Total	The total amount due on the open invoices, including the amount of any applicable taxes. Finance charges are added to the amount due only if you’ve marked “Add Finance Charges to Amount Due” in the Advanced Filters window.
Memo	The memo entered on each invoice
Page No.	The pages of the statement are counted; this field displays the number on each page.
Payment	The amount that appears in the Applied to Date field of each invoice
Period 1	The total amount overdue in the 1st Ageing Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 1st Ageing Period, see that field’s information in this table.)
Period 2	The total amount overdue in the 2nd Ageing Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 2nd Ageing Period, see that field’s information in this table.)
Period 3	The total amount overdue in the 3rd Ageing Period. This amount is calculated using the terms that appear in the Terms field of each invoice. (For information about the 3rd Ageing Period, see that field’s information in this table.)
Ref. No.	The number entered on each invoice, order and payment.
Tax	The amount of tax charged on each invoice on the statement
To Date	The date shown in your system; this is the date on which finance charges (if any) are applied to any outstanding balance
None	The title of the form appears in this text field. You may edit this title like any other form text field.

Some fields may not be available on some versions of the form layout.

Mailing Labels

Field name	Data that will print in this field
Supplemental fields from the Card Information window can also be used on this form.
First Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Name	The name entered in the Name field of the Card Information window — Profile view

Some fields may not be available on some versions of the form layout.

Purchase Order—Service (Not Basics)

Field name	Data that will print in this field
Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form.
Inv/PO No.	The number of the transaction with an asterisk before and after it
Amount	The amount of each line item entered on the transaction
Amount + GST	The amount of the line item plus the amount of GST for the line item
Applied	The total of the payments that have been applied to this purchase
Balance	Amount of purchase including GST and freight charges minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the purchase.
Category	The financial tracking category assigned to this purchase
Comment	The comment entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window
Date	The date entered on the transaction
Description	The description of each line item entered on the transaction
Due Date	The date the payment is due, based on the terms of the purchase
Ex Subtotal + Freight	The GST-exclusive subtotal amount for each item, including freight charges
Freight + GST	Includes the freight amount plus the GST on the freight
Job Description	The description of the job whose job number is entered for a line item
Job Name	The name of the job whose job number is entered for a line item
Job Number	The job number entered for a line item
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo	The memo entered in the Journal Memo field of the transaction
Original Amount in English	The amount of the purchase including GST and freight charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form.
Page No.	The pages of the purchase are counted; this field displays the number of the page
Purchase Type	The type of the purchase at the time it is printed — Bill, Order or Quote
Purchases Value	The total amount of the purchase used to compute GST
Shipping Address	The shipping address entered on the transaction
Ship Date	The date entered in the Promised Date field on the transaction
Ship Via	The shipping method entered on the transaction
Supp Inv No.	The entry in the Supplier Inv No. field on the transaction
Terms	The terms that appear on the top of the transaction, next to the Terms zoom arrow
Total	The total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.

Some fields may not be available on some versions of the form layout.

Purchase Order—Item (Not Basics)

Field name	Data that will print in this field
More fields are available to customise this form: Supplemental fields from the Card Information window Supplemental fields from the Company Information window Supplemental fields from the Item Information window
Inv/PO No.	The number of the transaction with an asterisk before and after it
Amount	The amount of each line item entered on the transaction
Amount + GST	The amount of the line item plus the amount of GST for the line item
Applied	The total of the payments that have been applied to this purchase
Balance	Amount of purchase including GST and freight charges minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the purchase.
Category	The financial tracking category assigned to this purchase
Col	An X is printed if the terms for the purchase are COD
Comment	The comment entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window
Cust PO No.	The entry in the Customer PO No. field on the transaction
Date	The date entered on the transaction
Description/Backordered Label	The description of each line item entered on the transaction. The text “Backordered” appears above the line items that are entered in the Backorder column.
Disc %	The discount entered in the Disc% column of the purchase
Due Date	The date the payment is due, based on the terms of the purchase
Ex Subtotal + Freight	The GST-exclusive subtotal amount for each item, including freight charges
Freight + GST	Includes the freight amount plus the GST on the freight
Inc Price	The price of each line item entered on the transaction, inclusive of GST. May be shown up to 6 decimal places, based on rounding
Inc Price 2	The price of each line item entered on the transaction, inclusive of GST. Limited to 2 decimal places
Job Description	The description of the job whose job number is entered for a line item
Job Name	The name of the job whose job number is entered for a line item
Job Number	The job number entered for a line item
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo	The memo entered in the Journal Memo field of the transaction
My Item No.	The number of the item entered on the purchase, which is the number for the item entered in the Item Information window
Original Amount in English	The amount of the purchase including GST and freight charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form.
Page No.	The pages of the purchase are counted; this field displays the number of the page
Ppd	An X is printed if the terms for the purchase are Prepaid.
Price	The price of each line item entered on the transaction, exclusive of GST. May be shown up to 6 decimal places, based on rounding
Price 2	The price of each line item entered on the transaction, exclusive of GST. Limited to 2 decimal places
Purchase Type	The type of the purchase at the time it is printed — Bill, Order or Quote
Qty/Units	The amount entered in the Received or Backordered field on the purchase
Ship Date	The date entered in the Promised Date field on the transaction
Ship Via	The shipping method entered on the transaction
Shipping Address	The shipping address entered on the transaction
Suppl Inv No.	The entry in the Supplier Inv No. field on the transaction
Supplier’s Item No.	The number entered in the Supplier Item Number field found in the Buying Details view of the Item Information window
GST Code—Freight	An X is printed if the freight entered on the purchase is taxed
Terms	The terms that appear on the top of the transaction, next to the Terms zoom arrow
Total	The total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.
Total Qty/Units	The total of all amounts in the Qty/Units column
Unit	The entry in the Selling Unit of Measure field in the Selling Details view of the Item Information window for the line item
None	You may add another text field below this heading to display the name of the salesperson responsible for this purchase.

Some fields may not be available on some versions of the form layout.

Purchase Order—Professional (Not Basics)

Field name	Data that will print in this field
Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form.
Inv/PO No.	The number of the transaction with an asterisk before and after it
Amount + GST	The amount of the line item plus the amount of GST for the line item
Applied	The total of the payments that have been applied to this purchase
Balance	Amount of purchase including GST and freight charges minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the purchase.
Category	The financial tracking category assigned to this purchase
Comment	The comment entered on the transaction
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window
Cust PO No.	The entry in the Customer PO No. field on the transaction
Date	The date entered on the transaction
Description	The description of each line item entered on the transaction
Due Date	The date the payment is due, based on the terms of the purchase
Ex Amount	The tax-exclusive amount of each line item entered on the transaction.
Ex Subtotal	The tax-exclusive subtotal amount of the item, including any freight charges that apply.
Job Description	The description of the job whose job number is entered for a line item
Job Name	The name of the job whose job number is entered for a line item
Job Number	The job number entered for a line item
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Memo	The memo entered in the Journal Memo field of the transaction
Original Amount in English	The amount of the purchase including GST and freight charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form.
Page No.	The pages of the purchase are counted; this field displays the number of the page
Purchase Type	The type of the purchase at the time it is printed — Bill, Order or Quote
Reference Date	The date of service for each line item entered on the transaction
Ship Date	The date entered in the Promised Date field on the transaction
Suppl Inv No.	The entry in the Supplier Inv No. field on the transaction
Tax Code—Freight	An X is printed if the freight entered on the purchase is taxed
Terms	The terms that appear on the top of the transaction, next to the Terms zoom arrow
Total	The total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.

Some fields may not be available on some versions of the form layout.

Payment Receipts

Field name	Data that will print in this field
Supplemental fields from the Card Information window and Supplemental fields from the Company Information window can also be used on this form.
Allocation Amount	The allocation amount entered on the transaction
Amount in English	The amount received in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form.
Amount in Numeric	The amount received with the full currency name.
Amount Received	The amount received — numeric
Authorisation Code	The authorisation code displayed in the Processed Receipt window.
Company Address	The company address entered in the Company Information window
Company Name	The company name entered in the Company Information window
Date	The date the receipt is printed.
ID Number	The AccountRight transaction ID assigned to the payment transaction
Invoice No./Acct. No.	The invoice number entered on the transaction
Invoice Date/Acct. Name	The invoice date entered on the transaction
Memo	The memo entered in the Journal Memo field of the transaction
Name on Card	Information displayed in the Process Receipt window
Original Amount	Amount of the sale including GST and freight charges.
Payment Method	The payment method selected when entering a payment.
Payment Method Number	The number that is entered in the Applied Payment Detail window for a credit card payment method.
Payor	The name and address of the contact who made the payment, as entered on the Card Information window — Profile view
Transaction Type	The type of transaction entered: Sale, Void or Credit

Some fields may not be available on some versions of the form layout.

Supplemental field descriptions

These are additional fields you can add to some forms. You add them the same way you do with other fields, via the Fields button in the Customise toolbar.

Supplemental fields from the Applied Payment Details window

Field name(s)	Data that will print in each field	Forms you can add these fields to
Account 1—Amount Account 2—Amount Account 3—Amount	The Calculated Amount for Accounts 1-3 (as applicable) for each Pay Employee transaction	Stub Layout—Paycheque/Pay Advice (Plus, Premier)
Account 1—Bank Account Name Account 2—Bank Account Name Account 3—Bank Account Name	The entry in the Bank Acct Name field for Accounts 1-3 (as applicable) for each Pay employee transaction	Stub Layout—Paycheque/Pay Advice (Plus, Premier)
Account 1—Bank Account Number Account 2—Bank Account Number Account 3—Bank Account Number	The account numbers for Accounts 1-3 (as applicable) for each Pay Employee transaction	Stub Layout—Paycheque/Pay Advice (Plus, Premier)
Account 1—BSB Number Account 2—BSB Number Account 3—BSB Number	The BSB Numbers for Accounts 1-3 (as applicable) for each Pay Employee transaction	Stub Layout—Paycheque/Pay Advice (Plus, Premier)
Card Number	The card number entered in the Applied Payment Details window when a credit or debit card payment is applied to the sale. This field won’t print if more than one payment has been applied to the sale.	All invoices Packing Slip—Service (Not Basics) Packing Slip—Item (Not Basics) Packing Slip—Professional (Not Basics)
Cheque Number	The cheque number entered in the Applied Payment Details window when entering a cheque payment for the sale. This field won’t print if more than one payment has been applied to the sale.	All invoices Packing Slip—Service (Not Basics) Packing Slip—Item (Not Basics) Packing Slip—Professional (Not Basics)
Expiry Date	The expiry date entered in the Applied Payment Details window when a credit or debit card payment is applied to the sale. This field won’t print if more than one payment has been applied to the sale.	All invoices Packing Slip—Service (Not Basics) Packing Slip—Item (Not Basics) Packing Slip—Professional (Not Basics)
Name on Card	The name on the card entered in the Applied Payment Details window when a credit or debit card payment is applied to the sale. This field won’t print if more than one payment has been applied to the sale.	All invoices Packing Slip—Service (Not Basics) Packing Slip—Item (Not Basics) Packing Slip—Professional (Not Basics)
Payment Notes	The entry in the Notes field of the Applied Payment Details window when a payment is applied to the sale. This field won’t print if more than one payment has been applied to the sale.	All invoices Packing Slip—Service (Not Basics) Packing Slip—Item (Not Basics) Packing Slip—Professional (Not Basics)
Statement Text	Content of the Statement Text field in the Applied Payment Details window for Pay Employee transactions	Stub Layout—Paycheque/Pay Advice (Plus, Premier)

Supplemental fields from the Card Information window

Field name(s)	Data that will print in each field	Forms you can add these fields to
Addr2—Contact Addr3—Contact Addr4—Contact Addr5—Contact	The name of each contact entered for the Address 2-5 Locations shown in the Card Information window—Profile view	All Sales Forms, All Purchase Orders, Mailing Labels, Payment Receipts
Addr2—Country Addr3—Country Addr4—Country Addr5—Country	The entry in each Country field for the Address 2-5 locations (if any) in the Card Information window. This information will print only if a card has been entered on the transaction.	All Sales Forms, All Purchase Orders, Cheque Layout, Mailing Labels, Payment Receipts
Addr2—Email Addr3—Email Addr4—Email Addr5—Email	The email addresses entered on the Card Information window — Profile view for the Address 2-5 locations	All Sales Forms, All Purchase Orders, Mailing Labels
Addr2—Fax Addr3—Fax Addr4—Fax Addr5—Fax	The fax numbers entered for the Address 2-5 locations on the Card Information window—Profile view	All Sales Forms, All Purchase Orders, Mailing Labels
Addr2—Phone1 Addr2—Phone2 Addr2—Phone3	The No.1-3 phone numbers entered on the Card Information window — Profile view for the Address 2 Location	All Sales Forms, All Purchase Orders, Mailing Labels
Addr2—Salutation Addr3—Salutation Addr4—Salutation Addr5—Salutation	The names or titles entered in each Salutation field for the Address 2-5 locations shown in the Card Information window — Profile view	All Sales Forms, All Purchase Orders, Mailing Labels
Addr2—WWW Addr3—WWW Addr4—WWW Addr5—WWW	The World Wide Web addresses entered for the Address 2-5 locations on the Card Information window — Profile view	All Sales Forms, All Purchase Orders, Mailing Labels
Addr3—Phone1 Addr3—Phone2 Addr3—Phone3	The No.1-3 phone number entered on the Card Information window — Profile view for the Address 3 Location	All Sales Forms, All Purchase Orders, Mailing Labels
Addr4—Phone1 Addr4—Phone2 Addr4—Phone3	The No.1-3 phone numbers entered on the Card Information window — Profile view for the Address 4 Location	All Sales Forms, All Purchase Orders, Mailing Labels
Addr5—Phone1 Addr5—Phone2 Addr5—Phone3	The No.1-3 phone numbers entered on the Card Information window — Profile view for the Address 5 Location	All Sales Forms, All Purchase Orders, Mailing Labels
Address 2 Address 3 Address 4 Address 5	The street addresses entered on the Card Information window — Profile view for the Address 2-5 locations	All Sales Forms, All Purchase Orders, Mailing Labels
Card Custom Field 1 Card Custom Field 2 Card Custom Field 3	The entry(ies) in the Custom Field No.1-3 fields of the Card Information window. This information will print only if a card has been entered on the transaction.	All Sales Forms, All Purchase Orders, Cheque Layout, Mailing Labels, Payment Receipts
Card Custom List 1 Card Custom List 2 Card Custom List 3	The entry(ies) in the Custom List No.1-3 fields of the Card Information window. This information will print only if a card has been entered on the transaction.	All Sales Forms, All Purchase Orders, Cheque Layout, Mailing Labels, Payment Receipts
Card ID	The Card ID from the Card Information window. This information will print only if a card has been entered on the transaction.	All Sales Forms, All Purchase Orders, Cheque Layout, Mailing Labels, Payment Receipts
Contact Name	The name of the contact entered on the Card Information window — Profile view for the Address 1 Location	All Sales Forms, All Purchase Orders, Cheque Layout, Mailing Labels, Payment Receipts
Country	The entry in the Country field for Address 1 in the Card Information window	All Sales Forms, All Purchase Orders, Cheque Layout, Mailing Labels, Payment Receipts
Cust/Suppl ABN Branch (Australia only)	The Australian Business Number (ABN) for a customer or supplier’s branch or subsidiary. Derived from the Card Information window — Selling Details view (for customers) or the Buying Details view (for suppliers).	All Sales Forms, All Purchase Orders
Email	The email address entered on the Card Information window — Profile view for the Address 1 Location	All Sales Forms, All Purchase Orders
Employee Superannuation Membership #	The Employee Membership # for this employee, as entered on the Card Information window—Payroll Details view.	Stub Layout—Paycheque/Pay Advice (Plus, Premier)
Fax No.	The fax number entered on the Card Information window — Profile view for the Address 1 Location	All Sales Forms, All Purchase Orders
Frequency	The Pay Frequency shown on the Payroll Details tab of the Card Information window for the employee	Stub Layout—Paycheque/Pay Advice (Plus, Premier)
GST ID Number (New Zealand only)	The customer's GST ID number, from the Card Information window — Selling Details view.	All Sales Forms
Mailing Address	The address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view	All Sales Forms (Supplemental on Service, Time Billing and Item labels only) All Purchase Orders
Notes from Card	Entry in the Notes field on the Card Details tab of the Card Information window	Cheques and Stubs: - Cheque Layout - Stub Layout—Paycheque/Pay Advice (Plus, Premier) All Sales Forms All Purchase Orders Payment Receipts
Phone No.1 Phone No.2 Phone No.3	The No.1-3 phone numbers entered on the Card Information window — Profile view for the Address 1 Location	All Sales Forms, All Purchase Orders, Cheque Layout, Mailing Labels, Payment Receipts
Salutation	The name or title entered in the Salutation field on the Card Information window — Profile view for the Address 1 Location.	All Sales Forms, All Purchase Orders
Second Address	The address entered for the Address 2: Ship To selection of the Location field in the Card Information window — Profile view	Mailing Labels
Superannuation Fund Name	The superannuation fund designated for the employee on the Payroll Details tab of the Card Information window	Stub Layout—Paycheque/Pay Advice (Plus, Premier)
Tax ID Number	The Tax ID number for this customer or supplier, as entered in the Card Information window — Selling Details view (for customers), or the Buying Details view (for suppliers).	Sales Forms: All Invoices, All Packing Slips, Statements—Invoice Statements—Activity, All Purchase Orders
WWW	The World Wide Web address entered on the Card Information window — Profile view for the Address 1 Location *Want your* company's WWW address displayed on a form?** Add it to your form using a text box.	All Sales Forms, All Purchase Orders, Mailing Labels

Supplemental fields from the Company Information window

Field name(s)	Data that will print in each field	Forms you can add these fields to
ABN Branch (Australia only)	The Australian Business Number (ABN) for your branch or subsidiary, as entered in the Company Information window	All Forms
ACN (Australia only)	Your company’s 9-digit Australian Company Number, from the Company Information window	Cheque Layout All stub layouts Payment Receipts
Company ACN/ARBN (Australia only)	Your company’s 9-digit Australian Company Number, from the Company Information window	All Shipping Labels
Company Address	The company address entered in the Company Information window.	Cheque Layout All Shipping Labels All Invoices All Packing Slips
Company Email	The email address entered in the Company Information window	Cheque Layout All Sales Forms All Purchase Orders
Company Fax	The fax number entered in the Company Information window	Cheque Layout All Sales Forms All Purchase Orders
Company Name	The company name entered in the Company Information window.	Cheque Layout All Shipping Labels All Invoices All Packing Slips
Company Phone	The company phone number entered in the Company Information window	Cheque Layout All Sales Forms All Purchase Orders
Company Reg. Number (New Zealand only)	Your company's registration number, as entered in the Company Information window	All Cheques and Stubs All Invoices and Packing Slips All Purchase Orders Payment Receipts
GST Reg. Number (New Zealand only)	Your company's GST Registration Number, from the Company Information window.	Cheques and Stubs: - Cheque Layout - Stub Layout — Payable - Stub Layout — Refund
Sales Tax Number (Australia only)	The Sales Tax Number from the Company Information window	All Forms

Supplemental fields from the Item Information window

Field name(s)	Data that will print in each field	Forms you can add these fields to
Item Custom Field 1 Item Custom Field 2 Item Custom Field 3	The entries in the Custom Field No.1-3 fields of the Item Information window — Item Details view	Invoice—Item Packing Slip—Item (Not Basics) Purchase Order—Item (Not Basics)
Item Custom List 1 Item Custom List 2 Item Custom List 3	The entries in the Custom List No.1-3 fields of the Item Information window	Invoice—Item Packing Slip—Item (Not Basics) Purchase Order—Item (Not Basics)
Item Description	The description of the item as entered in the Item Information window — Item Details view.	Invoice—Item Packing Slip—Item (Not Basics) Purchase Order—Item (Not Basics)
My Item No.	The number of each item as entered in the Item Information window.	Packing Slip—Item (Not Basics)

Related topics

Personalising forms

Add text and fields to forms

From the community

Error rendering macro 'rss' : javax.net.ssl.SSLHandshakeException: sun.security.validator.ValidatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderException: unable to find valid certification path to requested target

More »

Page tree

Fields and columns you can add to forms

To add a field

To add a table column

Fields you can add to forms

Cheque Layout

Cheque Stub Layout—Regular

Cheque Stub Layout—Payable (Not Basics)

Cheque Stub Layout—Refund

Cheque Stub Layout—Paycheque/Pay Advice (Plus and Premier, Australia only)

Invoice—Service

Invoice—Item

Invoice—Professional

Invoice—Time Billing

Labels—Service

Labels—Item

Labels—Professional

Labels—Time Billing (Not Basics)

Packing Slip—Service (Not Basics)

Packing Slip—Item (Not Basics)

Packing Slip—Professional (Not Basics)

Remittance Advice—Pay Bills (Not Basics)

Remittance Advice—Spend Money

Remittance Advice—Credit Refund

Statements—Invoice

Statements—Activity

Mailing Labels

Purchase Order—Service (Not Basics)

Purchase Order—Item (Not Basics)

Purchase Order—Professional (Not Basics)

Payment Receipts

Supplemental field descriptions

Supplemental fields from the Applied Payment Details window

Supplemental fields from the Card Information window

Supplemental fields from the Company Information window

Supplemental fields from the Item Information window

Was this information helpful?

Why not?

How would you improve this topic?

Thanks! Anything you'd like to add?

Get started

Company file

Work with others

Banking

Emails & printing

Items

Employees (AU)

Suppliers

Customers

Reporting

EOFY

Tips & tricks