In preparing cash projections, we require a UD field for the projected cash date during Open Billing Review. Currently, we are not able to add a udfield to AR credit notes and have it populate in the portal. The forms are not identical.
Monica Hodges
| Company | EMCOR |
| Job Title / Role | Director |
| I need it... | Yesterday...Come on already |
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multiple ud fields. We would like to notify project teams that payment is overdue and have them leverage this feature to explain: Why have we not been paid? When do we expect to be paid? When should we follow up again on this overdue payment.
For the UD field, would you want to be able to update it from the portal or just be able to view it?
Since notes are tightly integrated with AR credit notes, the portal should reflect and respect what was done in Vista's AR Credit notes regarding which fields are required and any added UD Fields.
One is fine, but would like the ability to add UD fields in the portal overall
Hello! Would one UD field be okay? Or would you need multiple?