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fields
fields
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.

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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".

 

 

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titleCheque Layout

Cheque Layout

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4898665
4898665

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

See also Personalising cheques.

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titleCheque Stub Layout—Regular

Cheque Stub Layout—Regular

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3124845
3124845

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

See also Personalising cheques.

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titleCheque Stub Layout—Payable (Not Basics)

Cheque Stub Layout—Payable (Not Basics)

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8224335
8224335

Field nameData that will print in this field
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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. 

Category
Date
Memo
Payee
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Some fields may not be available on some versions of the form layout.

See also Personalising cheques.

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titleCheque Stub Layout—Refund

Cheque Stub Layout—Refund

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4898725
4898725

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

See also Personalising cheques.

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

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

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8230325
8230325

Field name

Data that will print in this field
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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
ACN
Amount
Category
Employment BasisThis 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.
Hours
Rate
The total amount of wages applied to each payroll category

 

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The category must be included on the paycheque or the YTD amount will not appear.
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Some fields may not be available on some versions of the form layout.

See also Personalising cheques.

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titleInvoice—Service

Invoice—Service

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4898763
4898763

Field nameData that will print in this field
*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.
The financial tracking category assigned to this sale
Comment
The comment entered on the transaction
The company address entered in the Company Information window
The company name entered in the Company Information window.
The entry in the Customer PO No. field on the transaction
The Australian Business Number (ABN) for this customer, from the Card Information window — Selling Details view
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
Description
Memo
Tax
Terms
Total
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Some fields may not be available on some versions of the form layout.

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titleInvoice—Item

Invoice—Item

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4898775
4898775

Field nameData that will print in this field
*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.
The financial tracking category assigned to this sale
Col
Comment
The comment entered on the transaction
The company address entered in the Company Information window
The company name entered in the Company Information window.
The entry in the Customer PO No. field on the transaction
The Australian Business Number (ABN) for this customer, from the Card Information window — Selling Details view
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 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
Ex Price 2The amount of each line item entered on the transaction, exclusive of GST, limited to 2 decimal places
Inc PriceThe amount of each line item entered on the transaction, inclusive of GST. May be shown with 6 decimal places, based on rounding
Inc Price 2The amount of each line item entered on the transaction, inclusive of GST, limited to 2 decimal places
Memo
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.
Ppd
An X is printed if the terms of the sale are Prepaid.
PriceThe 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
Tax
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
The total amount of tax charged for line items and freight on the sale
Terms
Total
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
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Some fields may not be available on some versions of the form layout.

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titleInvoice—Professional

Invoice—Professional

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4898794
4898794

Field nameData that will print in this field
*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.
The financial tracking category assigned to this sale
Comment
The comment entered on the transaction
The company address entered in the Company Information window
The company name entered in the Company Information window.
The entry in the Customer PO No. field on the transaction
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.
The Australian Business Number (ABN) for this customer, from the Card Information window — Selling Details view
Date
Description
Memo
The date of service for each line item entered on the transaction
Tax
Terms
Total
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Some fields may not be available on some versions of the form layout.

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titleInvoice—Time Billing

Invoice—Time Billing

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8224691
8224691

Field nameData that will print in this field
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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.
The financial tracking category assigned to the transaction associated with this invoice
Comment
The comment entered on the transaction
The company address entered in the Company Information window
The company name entered in the Company Information window.
The entry in the Customer PO No. field on the transaction
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
Description/Backordered Label
Memo
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.
Qty/Units
The amount entered in the Hours/Units field on the sale
The date of service for each line item entered 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
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Some fields may not be available on some versions of the form layout.

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titleLabels—Service

Labels—Service

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5237414
5237414

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

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titleLabels—Item

Labels—Item

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4898851
4898851

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

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titleLabels—Professional

Labels—Professional

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4898870
4898870

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

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titleLabels—Time Billing (Not Basics)

Labels—Time Billing (Not Basics)

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8225006
8225006

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

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titlePacking Slip—Service (Not Basics)

Packing Slip—Service (Not Basics)

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8225081
8225081

Field nameData that will print in this field
*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.
The financial tracking category assigned to this sale
Comment
The comment entered on the transaction
The company address entered in the Company Information window
The company name entered in the Company Information window.
Date
Description
Memo
Terms
Total
None
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Some fields may not be available on some versions of the form layout.

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titlePacking Slip—Item (Not Basics)

Packing Slip—Item (Not Basics)

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8225412
8225412

Field nameData that will print in this field
*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.
The financial tracking category assigned to this sale
Col
Comment
The comment entered on the transaction
The company address entered in the Company Information window
The company name entered in the Company Information window.
Date
Description/Backordered Label
Disc %
Memo
Ppd
Price
Subtotal
Terms
Total
Unit
None
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Some fields may not be available on some versions of the form layout.

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titlePacking Slip—Professional (Not Basics)

Packing Slip—Professional (Not Basics)

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8225812
8225812

Field nameData that will print in this field
*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.
The financial tracking category assigned to this sale
Comment
The comment entered on the transaction
The company address entered in the Company Information window
The company name entered in the Company Information window.
Date
Description
Memo
Reference Date
Subtotal
Subtotal + GST
Terms
Total
None
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Some fields may not be available on some versions of the form layout.

UI Expand
titleRemittance Advice—Pay Bills (Not Basics)

Remittance Advice—Pay Bills (Not Basics)

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8216915
8216915

Field nameData that will print in this field
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Supplemental fields from the Company Information window can also be used on this form.

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

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titleRemittance Advice—Spend Money

Remittance Advice—Spend Money

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7814895
7814895

Field nameData that will print in this field
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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)

Memo
Payee
Payment DateThe date entered Payment Date field on the transaction
Sales Tax NumberThe 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
Allocation Memo
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Some fields may not be available on some versions of the form layout.

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titleRemittance Advice—Credit Refund

Remittance Advice—Credit Refund

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7815015
7815015

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

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titleStatements—Invoice

Statements—Invoice

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4898973
4898973

Field nameData that will print in this field
*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
2nd Ageing Period
3rd Ageing Period
Balance DueAmount 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
Billing AddressThe address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Company AddressThe company address entered in the Company Information window
Company NameThe company name entered in the Company Information window
Current DateThe 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.
CurrentThe 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
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
DateThe date entered on each invoice and payment on the statement
Deposits BalanceThe total amount of deposits available to be applied to this customer’s orders.
Ex ChargeThe 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 TotalThe 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 ChargesThe total finance charge made to this customer as of the date the statement is printed
Finance Charges—LabelDisplays 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 ChargesThe amount that appears in the Total Amount field of each invoice (includes any finance charges)
Inc TotalThe 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.)
MemoThe memo entered on each invoice
Page No.The pages of the statement are counted; this field displays the number on each page.
Payments—All TypesDisplays all payments applied to each invoice, including credits, discounts and payments received.
Payments—Credits AppliedDisplays all credits applied to each invoice.
Payments—Discounts AppliedDisplays all discounts applied to each invoice.
Payments—Received PaymentsDisplays all payments received for each invoice.
Period 1The 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 2The 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 3The 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 DateThe date on which the statement was created.
TaxThe amount of tax charged on each invoice on the statement
GST SubtotalThe total amount of all GST applied to all invoices on the statement
NoneThe title of the form appears in this text field. You may edit this title like any other form text field.
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Some fields may not be available on some versions of the form layout.

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titleStatements—Activity

Statements—Activity

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4898992
4898992

Field nameData that will print in this field
“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
2nd Ageing Period
3rd Ageing Period
As Of DateThe first date on which charges in this statement were posted.
Balance DueAmount 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.
BalanceThe balance carried forward for this customer, as at the “Activity From” date
Barcode
Billing AddressThe address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Company AddressThe company address entered in the Company Information window
Company NameThe company name entered in the Company Information window
CurrentThe 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 DateThe 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
Cust/Suppl ABN (Australia only)The Australian Business Number (ABN) for this customer, from the Card Information window — Selling Details view
DateThe date entered on each invoice and payment on the statement
Deposits BalanceThe total amount of deposits available to be applied to this customer’s orders.
Ex ChargeThe 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 TotalThe 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 ChargesThe total finance charge made to this customer as of the date the statement is printed
Finance Charges—LabelDisplays a title for the amount appearing in the Finance Charges data field.
Inc ChargesThe amount that appears in the Total Amount field of each invoice (includes any finance charges)
Inc TotalThe 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.
MemoThe memo entered on each invoice
Page No.The pages of the statement are counted; this field displays the number on each page.
PaymentThe amount that appears in the Applied to Date field of each invoice
Period 1The 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 2The 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 3The 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.
TaxThe amount of tax charged on each invoice on the statement
To DateThe date shown in your system; this is the date on which finance charges (if any) are applied to any outstanding balance
NoneThe title of the form appears in this text field. You may edit this title like any other form text field.
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Some fields may not be available on some versions of the form layout.

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titleMailing Labels

Mailing Labels

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4899011
4899011

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

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titlePurchase Order—Service (Not Basics)

Purchase Order—Service (Not Basics)

Anchor
8217053
8217053

Field nameData that will print in this field
The amount of the line item plus the amount of GST for the line item
CategoryThe financial tracking category assigned to this purchase
CommentThe comment entered on the transaction
Company AddressThe company address entered in the Company Information window
Company NameThe company name entered in the Company Information window
DateThe date entered on the transaction
DescriptionThe description of each line item entered on the transaction
Due DateThe date the payment is due, based on the terms of the purchase
Ex Subtotal + FreightThe GST-exclusive subtotal amount for each item, including freight charges
Freight + GSTIncludes the freight amount plus the GST on the freight
Job DescriptionThe description of the job whose job number is entered for a line item
Job NameThe name of the job whose job number is entered for a line item
Job NumberThe job number entered for a line item
Mailing AddressThe address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
MemoThe memo entered in the Journal Memo field of the transaction
Original Amount in EnglishThe 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 TypeThe type of the purchase at the time it is printed — Bill, Order or Quote
Purchases ValueThe total amount of the purchase used to compute GST
Shipping AddressThe shipping address entered on the transaction
Ship DateThe date entered in the Promised Date field on the transaction
Ship ViaThe shipping method entered on the transaction
Supp Inv No.The entry in the Supplier Inv No. field on the transaction
TermsThe terms that appear on the top of the transaction, next to the Terms zoom arrow
TotalThe total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.
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titlePurchase Order—Item (Not Basics)

Purchase Order—Item (Not Basics)

Anchor
8226082
8226082

Field nameData that will print in this field
The amount of the line item plus the amount of GST for the line item
CategoryThe financial tracking category assigned to this purchase
ColAn X is printed if the terms for the purchase are COD
CommentThe comment entered on the transaction
Company AddressThe company address entered in the Company Information window
Company NameThe company name entered in the Company Information window
Cust PO No.The entry in the Customer PO No. field on the transaction
DateThe date entered on the transaction
Description/Backordered LabelThe 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 DateThe date the payment is due, based on the terms of the purchase
Ex Subtotal + FreightThe GST-exclusive subtotal amount for each item, including freight charges
Freight + GSTIncludes the freight amount plus the GST on the freight
Inc PriceThe 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 2The price of each line item entered on the transaction, inclusive of GST. Limited to 2 decimal places
Job DescriptionThe description of the job whose job number is entered for a line item
Job NameThe name of the job whose job number is entered for a line item
Job NumberThe job number entered for a line item
Mailing AddressThe address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
MemoThe 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 EnglishThe 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
PpdAn X is printed if the terms for the purchase are Prepaid.
Price + GSTThe price plus the GST on the priceof each line item entered on the transaction, exclusive of GST. May be shown up to 6 decimal places, based on rounding
Price 2The price of each line item entered on the transaction, exclusive of GST. Limited to 2 decimal places
Purchase TypeThe type of the purchase at the time it is printed — Bill, Order or Quote
Qty/UnitsThe amount entered in the Received or Backordered field on the purchase
Ship DateThe date entered in the Promised Date field on the transaction
Ship ViaThe shipping method entered on the transaction
Shipping AddressThe 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—FreightAn X is printed if the freight entered on the purchase is taxed
TermsThe terms that appear on the top of the transaction, next to the Terms zoom arrow
TotalThe total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.
Total Qty/UnitsThe total of all amounts in the Qty/Units column
UnitThe entry in the Selling Unit of Measure field in the Selling Details view of the Item Information window for the line item
NoneYou may add another text field below this heading to display the name of the salesperson responsible for this purchase.
UI Text Box
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Some fields may not be available on some versions of the form layout.

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titlePurchase Order—Professional (Not Basics)

Purchase Order—Professional (Not Basics)

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8226478

Field nameData that will print in this field
The amount of the line item plus the amount of GST for the line item
CategoryThe financial tracking category assigned to this purchase
CommentThe comment entered on the transaction
Company AddressThe company address entered in the Company Information window
Company NameThe company name entered in the Company Information window
Cust PO No.The entry in the Customer PO No. field on the transaction
DateThe date entered on the transaction
DescriptionThe description of each line item entered on the transaction
Due DateThe date the payment is due, based on the terms of the purchase
Ex AmountThe tax-exclusive amount of each line item entered on the transaction.
Ex SubtotalThe tax-exclusive subtotal amount of the item, including any freight charges that apply.
Job DescriptionThe description of the job whose job number is entered for a line item
Job NameThe name of the job whose job number is entered for a line item
Job NumberThe job number entered for a line item
Mailing AddressThe address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
MemoThe memo entered in the Journal Memo field of the transaction
Original Amount in EnglishThe 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 TypeThe type of the purchase at the time it is printed — Bill, Order or Quote
Reference DateThe date of service for each line item entered on the transaction
Ship DateThe 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—FreightAn X is printed if the freight entered on the purchase is taxed
TermsThe terms that appear on the top of the transaction, next to the Terms zoom arrow
TotalThe total of the line items plus GST and freight charges. Doesn’t reflect any payments that may have been applied.
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Some fields may not be available on some versions of the form layout.

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titlePayment Receipts

Payment Receipts

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7816345

Field nameData that will print in this field
Company NameThe company name entered in the Company Information window
DateThe date the receipt is printed.
ID NumberThe AccountRight transaction ID assigned to the payment transaction
Invoice No./Acct. No.The invoice number entered on the transaction
Invoice Date/Acct. NameThe invoice date entered on the transaction
MemoThe memo entered in the Journal Memo field of the transaction
Name on CardInformation displayed in the Process Receipt window
Original AmountAmount of the sale including GST and freight charges.
Payment MethodThe payment method selected when entering a payment.
Payment Method NumberThe number that is entered in the Applied Payment Detail window for a credit card payment method.
PayorThe name and address of the contact who made the payment, as entered on the Card Information window — Profile view
Transaction TypeThe type of transaction entered: Sale, Void or Credit
UI Text Box
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Some fields may not be available on some versions of the form layout.

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4993694
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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.

 

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titleSupplemental fields from the Applied Payment Details window

Supplemental fields from the Applied Payment Details window

 

Field name(s)Data that will print in each fieldForms you can add these fields to
The Calculated Amount for Accounts 1-3 (as applicable) for each Pay Employee transactionStub Layout—Paycheque/Pay Advice (Plus, Premier)
The entry in the Bank Acct Name field for Accounts 1-3 (as applicable) for each Pay employee transactionStub Layout—Paycheque/Pay Advice (Plus, Premier)
The account numbers for Accounts 1-3 (as applicable) for each Pay Employee transactionStub Layout—Paycheque/Pay Advice (Plus, Premier)
The BSB Numbers for Accounts 1-3 (as applicable) for each Pay Employee transactionStub Layout—Paycheque/Pay Advice (Plus, Premier)
Card NumberThe 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 NumberThe 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 DateThe 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 CardThe 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 NotesThe 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 TextContent of the Statement Text field in the Applied Payment Details window for Pay Employee transactionsStub Layout—Paycheque/Pay Advice (Plus, Premier)
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titleSupplemental fields from the Card Information window

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
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

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

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

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

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

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

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

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

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

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

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

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

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 IDThe 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 NameThe 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

CountryThe 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

EmailThe 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

FrequencyThe Pay Frequency shown on the Payroll Details tab of the Card Information window for the employeeStub Layout—Paycheque/Pay Advice (Plus, Premier)
 GST GST ID Number (New Zealand only)The customer's GST ID number, from the Card Information window — Selling Details view. All Sales Forms 
Mailing AddressThe address entered in the Address 1: Bill To selection of the Location field in the Card Information window — Profile view
Notes from CardEntry 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

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

SalutationThe 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 AddressThe address entered for the Address 2: Ship To selection of the Location field in the Card Information window — Profile view

Mailing Labels

Superannuation Fund NameThe superannuation fund designated for the employee on the Payroll Details tab of the Card Information windowStub Layout—Paycheque/Pay Advice (Plus, Premier)
Tax ID NumberThe 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

UI Expand
titleSupplemental fields from the Company Information window

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 windowAll 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 windowAll Shipping Labels
Company AddressThe company address entered in the Company Information window.

Cheque Layout All Shipping Labels All Invoices All Packing Slips

Company EmailThe email address entered in the Company Information window

Cheque Layout

Company FaxThe fax number entered in the Company Information window

Cheque Layout

Company NameThe company name entered in the Company Information window.Cheque Layout All Shipping Labels All Invoices All Packing Slips
Company PhoneThe company phone number entered in the Company Information windowCheque Layout All Sales Forms
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 windowAll Forms
UI Expand
titleSupplemental fields from the Item Information window

Supplemental fields from the Item Information window

 

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Price
The amount of each line item entered on the transaction, exclusive of GST. May be shown with 6 decimal places, based on rounding