Enable Custom & Standard Fields

Modified on Thu, 02 May 2024 at 02:29 PM

Summary: How to leverage & Standard Custom Fields in Centime. 

Receivables Permissions: Manage AR email, payment settings, and custom fields 

Article Contains:

Custom Field Overview 

Custom Fields provide additional detail to your customers and invoices. Allowing you to segment your view and take informed actions with required information at hand. 

Key Features

Retrieve Custom & Standard Fields: Users can pull up to 10 fields for the customer and the invoice (20 total) from NetSuite & Sage Intact.

  • The user can define exactly how fields appear across different Centime locations: 
    • Receivables > Unpaid Invoice & Customers Tab: Fields can be defined as visible or editable in Centime.  
    • Customer Portal: Invoice fields can be defined as visible.

Centime Custom Fields: Users can create and maintain custom fields in Centime. This is ideal for any process or detail that is not required in your Accounting System.

Enable Custom & Standard Fields

1. Navigation: Go to `Settings > Receivables > Custom Fields` within Centime.

2. Add: Click on `Add` and select the custom and standard fields you wish to incorporate into Centime from your general ledger for both Customer and Invoice fields

3. Visibility: During setup, choose how these fields will work. 

  • Customer & Invoice fields: These fields can be visible or editable in the Receivables module and visible in the Customer portal. 
  • Only list type fields can be edited in Centime. Any edits in Centime for the GL synced fields will sync to NetSuite & Sage Intact. 

4. Save: Save your changes

5. Synchronization: After saving your selections, initiate sync or wait for the next general ledger sync to fetch the custom fields for customers and invoices (fields will not be visible until after the sync). 

6. Editing custom fields: Users can edit custom fields in both the Customers & Invoices tabs using the edit and the bulk edit feature. 

Centime Custom Fields

To manage any processes and include the detail that is required in your Accounting System, you can easily create custom fields in Centime. You can create custom fields at the Customer and Invoice level. 

1. Navigation: Go to `Settings > Receivables > Custom Fields` within Centime.

2. Add: Click on `Add` and  select ‘Centime’ as the source. 

3. Add Name: a name, this should be something clear and meaningful to your team. 

4. Define type: You can create custom fields as a List’ or ‘Text’ type.

  • List type: This is a set of defined values, it creates clear structure and intention for how the field should be used. When using a ‘List’ type, you must add options for the user to select. 
  • Text type: This is free form allowing the user to add any text they wish when using.

5. Save: Save your changes. 

6. Define usage: Define usage in the Receivables module and on the Customer portal. 

  • Centime: You can set these fields as ‘Visible’, ‘Not Visible’ and ‘Editable’
  • Customer portal: You can set these fields as ‘Visible’ and ‘Not visible’

Managing Custom Fields

  • Viewing and saving views: View selected custom fields in the Accounts Receivable module. Use the table column selector to choose which fields to display. Save your configured view for easy access in the future.  
  • Filtering and Sorting: In the Customers tab, users can filter and sort based on custom fields for enhanced data management.
  • Editing Fields: Within the Customer & Invoices tab, fields set as editable can be modified. Remember, only list-type fields are currently supported for editing. Edits will be posted back to NetSuite & Sage Intact in your next sync. 

This feature is designed to offer greater flexibility and control over how you manage customers and invoices  within Centime. By integrating custom fields from your general ledger system , you can ensure that your financial data aligns with your business processes.

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