Overview

Custom Fields allow you to extend the default data model of your Accounting App by capturing business-specific information. Whether it’s adding a project code to invoices or a reference ID to payments, custom fields help tailor the system to your unique workflows without needing to alter core functionality.

When to Use Custom Fields

Use custom fields when you need to:

• Track additional data not available in standard fields
• Add internal tags, flags, or classifications
• Enable automation or reporting based on business-specific values
• Capture compliance-specific information

How to Create a Custom Field

1. Go to Setup → Search for Object Manager.
2. Select the object (e.g., Invoice, Bill, Payment, Product) where you want to add the field.
3. Click on Fields & Relationships → Click New.
4. Choose the appropriate field type (Text, Picklist, Date, Number, etc.).
5. Enter field details like Field Label, Field Name, Description, and Help Text.
6. Set visibility, and field-level security.
7. Add to the desired Page Layout to display it in the UI.
8. Click Save.

Using Custom Fields

• Custom fields appear in forms and can be used in reports, filters, workflows, and approval processes.
• You can also reference them in formulas, validations, and automation rules.
• For recurring documents (like invoices), custom field values can carry forward or be used in custom PDF templates.

Best Practices

• Use consistent naming for easy reference (e.g., Project_Code_c)
• Avoid cluttering forms with too many custom fields—use only what’s essential
• Group fields logically using Field Sections or Tabs (if supported)