Custom Fields in Deskera
Easy-to-use Custom Fields
Capture additional information and unique attributes of your data.
Make Your Data More Meaningful with Custom Fields
Filter Reports the Way You Want
Filter Data Through Custom Fields
Easy-to-use Custom Fields
Improve Your Productivity
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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.