Q1. How do I create a Custom Field?

• Go to Settings

• Under Configurations, click on Custom Fields.

• Click on + New Field to add a custom field. This will bring up the New Custom Field screen.

  • The Print on documents: Toggle this on/off to enable printing the custom field on documents.

• After creation, you will see the newly created custom field, and the business activities that the custom field can be used in.

Q2. How do I make use of a Custom Field?

• After creating custom fields, you can find them under Advanced under the transaction settings when creating a new transaction.

• Click on Enter Custom Fields to see the custom field.

• If the Print on document has been toggled off, the custom field will not be printed on the transaction document headers. However, you can still enter a value for the custom field.

  • For example, the Internal Sales Code custom field shown below has an eye icon with a strikethrough, indicating that this custom field will not be printed on the transaction document header.

  • However, the value SALES-001 can still be entered and saved, which can be viewed internally by users of the organization.

• If Print on document has been toggled on, the custom field will also show up on the transaction document, and you can enter it directly from the document.

  • For example, the Sales in Charge custom field will be visible on the transaction document headers.

Q3. How do I edit a Custom Field name?

• Go to Settings

• Under Configurations, click on Custom Fields

• Click on the menu icon (3 dots), and choose Edit Custom Field.

• Change the Custom Field name accordingly.

Q4. Will changing the Custom Field affect existing data?

• Changing the custom fields will not affect the main transaction data. A custom field is a field you can add as additional information for a transaction.

Q5. Why is a Custom Field not appearing when creating a business transaction (invoices, bills payable, customer credit, or supplier credit)?

• Ensure that Print On Documents has been toggled on.

Q6. How can I delete a Custom Field?

• Go to Settings

• Under Configurations, click on Custom Fields

• Click on the sidebar (3 dots) > Delete

Q7. Will deleting a Custom Field affect existing data?

• No, it will only affect the future transactions you create. The custom field will be selectable for future transactions.

Q8. What are the available field types in custom fields?

• Field type determines the nature of the custom field being created.

• Juan supports 3 field types -

  • Text: Enables the creation of a custom text field.

  • List: Allows creating a custom field with predefined options in a list.

  • Date: Provides a date picker to select a specific date.