About Custom Attributes
Custom attributes are user-defined attributes that consist of a single field.
Types of Attributes
Account Reconciliation supports the following types of attributes:
- Date
- Date and Time
- Integer
When you select this type, select a value in Total. The available options are None, Average, Count, and Sum.
- List
Enter a list of valid responses to the question. To import a list of attributes, see Importing List Attributes.
- Multi-Line Text
The maximum length is 4,000 characters.
Select Multi-Line Text, then enter the Number of Lines, from 3 to 50 lines. This determines how many lines of text are visible, without scrolling, on the Actions dialog boxes. Select Include Attachments if you want the custom attribute to include an attachments section on the Reconciliation Actions dialog box.
- Number
If you select Number, select number formatting options in the Format tab:
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For Decimal Places, enter a value for the number of decimal places to display.
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Select Display as Percentage to display a percent sign.
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Select the Thousands Separator option if you want numbers to display a thousands separator (for example, 1,000.00)
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From the Currency Symbol list, select a currency symbol, for example, Dollars ($).
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From the Negative Number list, select how to display negative numbers, for example, (123).
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From the Scale list, select a scale value for numbers, for example, 1000.
Note:
The Format tab is not displayed when creating member attributes in Transaction Matching. The default precision used for Number attributes is 2 decimal places.For all numeric attributes, you can enter a value in the Total field. The group view displays on the Reconciliations List. The values for the grouping method can be:
- None
- Average
- Count
- Maximum
- Minimum
- Sum
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- Text
- True or False
- User
- Yes or No
- Calculation