Guide Categories
Custom Fields
Add additional data fields to forms and records for business-specific information.
Overview
Custom Fields in Accounter allow you to add additional data fields to various forms and records. This feature enables you to capture business-specific information that isn't covered by the standard fields, making your accounting system more tailored to your needs.
Note
Custom fields help you capture all the information you need while maintaining the flexibility to adapt your system as your business evolves.
Creating Custom Fields
To create a custom field:
- Go to the Settings tab
- Select Custom Fields
- Click New Custom Field
- Choose the form type where the field will appear
- Define the field name, type, and other properties
Pro Tip
Use clear, descriptive names for your custom fields to ensure they're easily understood by all users.
Field Types
Accounter supports various custom field types:
| Field Type | Use Case |
|---|---|
| Text Fields | General information and descriptions |
| Number Fields | Numerical data and calculations |
| Date Fields | Time-based information and deadlines |
| Dropdown Lists | Predefined options and categories |
| Checkbox Fields | True/false values and flags |
Warning
Choose the appropriate field type based on the data you need to collect. This ensures proper validation and user experience.
Best Practices
- Use clear, descriptive field names
- Choose appropriate field types for data validation
- Group related custom fields logically
- Document the purpose of each custom field
- Test custom fields before deploying to users
- Regularly review and clean up unused fields