Clarifying the ability to use new custom fields on invoices and previous and new documents in Qoyod, whether they are draft or approved.
The Answer:
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When adding a new custom field in any section (Sales, Purchases, Manual Journal Entries, Vouchers, etc.):
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The user can use this field on previous and new invoices.
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To use the field on previous invoices:
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Go to the required documents page (such as Sales Invoices or Purchase Invoices or Manual Journal Entries).
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Click on View next to the required invoice.
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Scroll to the bottom of the page and click on Additional Information.
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Fill in the required field and then click on Save.
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Custom fields can also be added to other documents using the same method.
Additional Notes:
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Make sure to save the changes after filling in the custom fields to ensure they are reflected in the reports.
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Custom fields can be filled in invoices in all their states (draft or approved).
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After filling in the fields on previous invoices, you can filter the documents based on these fields from the filter options, as well as export the results to Excel.
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Custom fields can be used in Advanced Analysis within financial reports such as Income Statement, Balance Sheet, and Trial Balance.
