Use the steps in this section to create custom fields for the Transaction module. These custom field values display on the Transaction Detail - General Information screen and the Mass Update - Transaction screen.
To configure custom fields for the other modules (Account, Employee, Merchant, Merchant Category Code, and Payable), see Creating Custom Fields.
By default, all users have access to edit transaction custom fields. You can restrict users’ access to these fields based on their assigned role.
Note: Role access restrictions apply to both System and Custom Roles. For example, if you restrict the Program Administrator role from editing a custom field, then all Custom Program Administrator roles are restricted from editing that field as well. When a user has multiple roles that are allowed to edit custom field values, the role that is not restricted takes precedence and the user will be able to edit the custom field value.
Transactions can be split into multiple lines for purposes of allocating costs correctly. When you create a transaction custom field, you can choose whether or not to make it available for individual line items. For more information about line items, see Splitting a Transaction.
To create transaction custom fields:
Select Administration > Custom Fields.
Select the Transaction module from the Select Module list.
Click Add to add a new row for a custom field.
Specify the custom field criteria as applicable. For descriptions of these criteria, see Custom Field Criteria.
By default, transaction custom fields are available for all line items when a transaction is split into multiple lines (the Include in Line Item check box is selected by default). If you want a custom field to be available only at the transaction level, clear this check box; the custom field will not be displayed for the individual line items.
To control which user roles can edit a custom field, click the Roles link. The Custom Field Setup - Role Access screen indicates which roles have permission to edit the field. To grant edit capability to a role, select the corresponding check box. To remove edit capability for a role, clear the check box. Click Continue to return to the Custom Field Setup screen.
To add more custom fields, click Add and repeat the previous steps for each field.
To remove a custom field, click the corresponding Delete button.
Click Save.