Custom Fields

Software that works for you.

Takeout

Make Your Data More Meaningful with Custom Fields

Track Project Profit Margin with Custom Fields

Categorize Your Products by Custom Fields

Classify Your Contacts by Custom Fields

Capture Additional Information in Your Invoice, Quote, Order, and Bill

Filter Reports the Way You Want

Configure Custom Fields with Ease

Map Data with Custom Fields

Filter Data Through Custom Fields

Capture Additional Information for Printout

FAQs

What types of custom fields can I create?

You can create three types of custom fields in Deskera Books: Number, Text, and Dropdown. You can define the decimal precision for Number, configure the max length for Text, and add values for the Dropdown.

Can I add a custom field to my invoices?

Yes, you can create custom fields in invoice and various other modules such as quotation, order, bill, contact, product, account, and journal entry. After you have created the custom field, you can map a new or existing invoice to the defined custom field. Learn more about how to apply custom fields to your buy & sell transactions.

Where can I add a custom field in Deskera Books?

You can access the custom field by going to Settings > Custom Fields. Learn more about how to create and edit custom fields.

Does my plan include custom fields?

Custom fields are only available for Professional Plan. Learn more about our pricing here.

Can I set a custom field to be mandatory?

Yes, you can set a custom field to be mandatory on the selected modules. The user will be required to enter the value for the mandatory custom field before they can save the data. Learn more about how to create and edit custom fields.

Can I add a default value for a custom field?

Yes, you can add a default value for a custom field. The default value is compulsory a mandatory custom field. Learn more about how tocreate and edit custom fields.

How will custom fields help me in reporting?

You can generate all financial reports based on your custom fields and focus on a specific dimension to gain more insightful knowledge. Moreover, you can analyze reports from different custom field values to assess your company performance and make informed business decisions.

How can I filter a report with a custom field of my choice?

You can click on 'Filter' and select the custom field on the right-hand side. Next, you can enter the value that you want to filter your reports on and click on 'Apply'.

Can I filter my profit and loss statement with custom fields?

Can I filter my profit and loss statement with custom fields?

Buying Tip from Deskera

You will be able to see the outstanding amount of any Bill. Indicate the Currency, Amount to be paid, and the Account used to deduct the Payment – Cash or Bank, or other Bank accounts created previously.

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