Creating Custom Fields

Use the steps in this section to create custom fields for the following modules: Account, Employee, Merchant, Merchant Category Code, and Payable.

To configure custom fields for the Transaction module, see Creating Transaction Custom Fields.

To create custom fields:

Select Administration > Custom Fields.
Select the module to configure from the Select Module list.
Click Add to add a new row for a custom field.
Specify the custom field criteria as applicable. For a list of criteria, see the table below.
To add more custom fields, click Add and repeat the previous step for each field.

To remove a custom field, click the corresponding Delete button.
Click Save.

Custom Field Criteria
Field	Description
Description	Enter the name of the custom field (required).
Edit Type	Select the format for the field: Drop Down List, Check Box, or Text Box. To configure a drop-down list, click the Set Value link in the Length column. For each selection you want to appear in the list, click Add New Value and enter the selection text in the Value field. If you need to remove a value, click the corresponding Delete button. When the list is configured as you want it, click Continue to return to the Custom Field Setup screen.
Length	If the custom field is a text box, specify the maximum number of characters (1-99) that the user can enter.
Required	Select this check box if the custom field is a mandatory item that users must complete.
Instructional Text	Optionally, enter text describing the desired input from the user. This text will display when a user clicks the field name on the screen where the custom field appears.