How to create Custom Posting Attributes?

Custom Posting Attributes let you capture additional information on posting lines - for example a project reference, a cost centre, or any custom identifier your team needs. The attribute can be a free-text field or linked to a catalog to offer a drop-down list of values. This article covers how to create a Custom Posting Attribute and make it available on the posting lines that need it.

Step one - Create the Custom Posting Attribute

1. Navigate to Attributes
2. Select 'New' and choose 'Custom Attribute'
3. Give the attribute a clear name - this is what users will see on the posting line
4. Decide how you want the field to behave:
   • Leave 'No Values' ticked if you want the attribute to accept free-text entry
   • Untick 'No Values' if you want to link the attribute to a catalog, so users pick from a defined list. See 'How to create and manage Catalogs' for the full steps on creating a catalog and linking it to the attribute
5. Save the attribute

Step two - Add the attribute to a Chart of Account Rule

For the Custom Posting Attribute to appear on a posting line, it needs to be added to a Chart of Account Rule. Any Chart of Account using that rule will then display the attribute when posting.

1. Go to Chart of Account Rules
2. Select 'New'
3. Select the attribute you created in step one and add it to the rule
4. Save the rule

Step three - Check the attribute is showing

Any Chart of Account using the rule you set up will now display the Custom Posting Attribute when posting transactions. Open a test document, code a line to an affected account, and check the attribute appears as expected.