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. Multi-Line Text determines how many lines of text are visible, without scrolling, on the Actions dialog boxes.
For Multi-Line text type: 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:
-
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
- Sum
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- Text
- True or False
- User
- Yes or No
- Calculation