How to create Custom Posting Attributes?

Custom posting attributes allow you to capture additional information on posting lines, either as free text or from a predefined list of values.

1. Create the Custom Attribute

• Navigate to Attributes.
• Select New and choose Custom Attribute.

• If you leave No Values ticked, the attribute will allow free‑text entry on the posting line.
•  If you untick No Values, you can link the attribute to a catalog, allowing users to choose from a drop‑down list.

            To do this, create a new catalog in the Catalog screen and add your required values.

2. Add the Attribute to a Chart of Account Rule

Once your custom posting attribute is created:

• Go to Chart of Account Rules.
• Click New.
• Select the attribute you created and add it to the rule.

3. Attribute Visibility

Any accounts using that rule will now display the custom posting attribute when posting transactions.