Custom Fields in Deskera

Deskera Books

Easy-to-use Custom Fields

Capture additional information and unique attributes of your data.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Easy-to-use Custom Fields

✓ Capture additional information and unique attributes of your data
✓ Make your data more meaningful
✓ Meet the unique needs of your business
✓ Track project-based profit margin
✓ Categorize products easily
✓ Classify contacts effectively and build stronger relationships
✓ Filter reports the way you want
✓ Capture custom fields in invoice and order templates

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FAQs

What is the custom field?

A custom field is an additional field created by the user to capture extra information and unique attributes of the data and it can vary largely depends on the nature of the business. Custom fields will complement system default fields to provide users a more insightful and customized database.

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.

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.

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.

Where can I add a custom field in Deskera Books?

You can access the custom field by going to Settings > Custom Fields.

Does my plan include custom fields?

Custom fields are only available for Professional Plan.

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.

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.

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?

Yes, you can generate your profit and loss statement and all other financial reports based on defined custom fields. 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'.

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.