Q1. How do I create a Custom Field?
Go to Settings
Under Configurations, click on Custom Fields.
Click on + New Field to add a custom field. This will bring up the New Custom Field screen.
The Print on documents: Toggle this on/off to enable printing the custom field on documents.
After creation, ou will see the newly created custom field, and the business activities that the custom field can be used in.
Q2. How do I make use of a Custom Field?
After creating custom fields, you can find them under Advanced under the transaction settings when creating a new transaction.
Click on Enter Custom Fields to see the custom field.
If the Print on document has been toggled off, the custom field will not be printed on the transaction document headers. However, you can still enter a value for the custom field.
For example, the Internal Sales Code custom field shown below has an eye icon with a strikethrough, indicating that this custom field will not be printed on the transaction document header.
However, the value SALES-001 can still be entered and saved, which can be viewed internally by users of the organization.
If Print on document has been toggled on, the custom field will also show up on the transaction document, and you can enter it directly from the document.
For example, the Sales in Charge custom field will be visible on the transaction document headers.
Q3. How do I edit a Custom Field name?
Go to Settings
Under Configurations, click on Custom Fields
Click on the menu icon (3 dots), and choose Edit Custom Field.
Change the Custom Field name accordingly.
Q4. Will changing the Custom Field affect existing data?
Changing the custom fields will not affect the main transaction data. A custom field is a field you can add as additional information for a transaction.
Q5. Why is a Custom Field not appearing when creating a business transaction (invoices, bills payable, customer credit, or supplier credit)?
Ensure that Print On Documents has been toggled on.
Q6. How can I delete a Custom Field?
Go to Settings
Under Configurations, click on Custom Fields
Click on the sidebar (3 dots) > Delete
Q7. Will deleting a Custom Field affect existing data?
No, it will only affect the future transactions you create. The custom field will be selectable for future transactions.