Deskera Books
Capture additional information and unique attributes of your data.
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Make Your Data More Meaningful with Custom Fields
Custom fields allow you to capture additional information and attributes for your data. You can easily define the custom fields to meet the unique needs of your business.
These custom fields will complement the system default fields to provide you a more insightful and customized database.
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Track Project Profit Margin with Custom Fields
Keeping track of the cost and revenue for projects can be tedious and time-consuming for most businesses.
With custom fields, you can effortlessly map each invoice, bill, and journal entry to the respective project and view your project-based profit and loss statement in a few clicks.
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Categorize Your Products by Custom Fields
You have a lot of products and need a way to categorize them into meaningful groups. Custom fields will help you just that!
Create and define various custom fields to capture additional product attributes that are unique to the nature of your business. Map each product to these custom fields allows you to filter out the exact products at the click of a button.
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Classify Your Contacts by Custom Fields
Businesses have a lot of new contacts every day, and managing contacts can be overwhelming without meaningful classification.
Create and define various custom fields to capture additional information for your contacts, such as region and industry. Map each contact with these custom fields allows you to classify your contacts effectively and build stronger relationships with them.
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Capture Additional Information in Transactions
Each business has a unique need to track their data that is beyond the default fields in the system.
Custom fields allow you to configure and define these additional attributes the way you want and capture them in your buy and sell transactions with ease.
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Filter Reports the Way You Want
Generate all financial reports based on predefined values and focus on specific dimensions to gain insightful knowledge.
Analyze and compare reports between different custom field values to assess your company performance and make informed business decisions.
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Configure Custom Fields with Ease
Configure the custom fields in just a few clicks. Go to Settings > Custom Fields and click on 'Create' to add a new custom field.
Define the field type, mark it as mandatory or optional, and activate it in respective modules.
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Map Data with Custom Fields
Map new and existing data (be it your contact, invoice, or journal entry) with your custom fields.
Click on 'Custom Fields' on the right-hand side of the screen when you create or edit your data and enter the value for the custom field.
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Filter Data Through Custom Fields
Utilize custom fields to filter your data with a click of a mouse. If your data has more than one custom field, you can apply different combinations of custom fields to pull out the data easily.
With custom fields, you can spend less time finding the required information and spend more time to run your business.
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Capture Additional Information for Printout
Custom fields allow you to capture additional information not only in the system but also in your invoice and order printing templates.
Easily include the custom fields into your document design without any coding required.
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Frequently Asked Questions
What is the custom field?
What types of custom fields can I create?
How will custom fields help me in reporting?
Can I add a custom field to my invoices?
Where can I add a custom field in Deskera Books?
Does my plan include custom fields?
Can I set a custom field to be mandatory?
Can I add a default value for a custom field?
How can I filter a report with a custom field of my choice?
Can I filter my profit and loss statement with custom fields?
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Use Cases
