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

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

Article Contains:

• Custom Field Overview 
• Key Features
• Enable Custom & Standard Fields
• Centime Custom Fields
• Managing Custom Fields
• Coming soon

Custom & Standard Field Overview 

Custom and standard fields provide additional details to your customers and invoices. They allow you to segment your views and make informed decisions based on the necessary information. 

Key Features

Retrieve Custom & Standard Fields: Users can pull up to 10 fields for the customer (or project) 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. Edits made in Centime for the GL synced fields will sync to NetSuite and 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 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.  
  • Fields for Projects will be indicated with a (P) in the column header. 
• Filtering and Sorting: In the Customers tab, users can filter and sort based on custom fields for enhanced data management.
• Editing Fields: Fields set as editable can be modified within the Customer & Invoices tab. Remember, only list-type fields are currently supported for editing. Edits will be posted back to NetSuite and 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.