What are Additional Fields?
Additional Fields allow you to customize the system based on your business nature, enabling you to add additional analytical data within documents such as:
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Sales Representative Name
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Cost Center
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Department
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Expiry Date
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Driver Name
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Delivery Method
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Collection Method
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Any information specific to your business
These fields do not change accounting entries, but they help with analysis, reports, and filtering.
How many Additional Fields are allowed?
You can add up to 5 additional fields for each of the following services:
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Manufacturing Orders
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Purchase Orders
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Purchase Invoices
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Credit Notes
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Simple Invoices
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Payroll
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Customers
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Manual Entries
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Products
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Suppliers
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Inventory Count
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Customer and Supplier Receipts
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Sales Invoices
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Quotations
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Inventory Transfer
Each service has 5 independent fields of its own.
Important Note About Permissions and Plans
When you access additional fields settings and select “Service”:
Only services available in your plan and permissions will appear.
Example:
If you do not have the Purchase Invoices feature, you will not see the option to add an additional field for it.
Steps to Add an Additional Field
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Go to Settings
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Select Additional Fields
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Select the required service from the list (Manufacturing Orders, Purchase Orders, Purchase Invoices, Credit Notes, Simple Invoices, Payroll, Customers, Manual Entries, Products, Suppliers, Inventory Count, Customer and Supplier Receipts, Sales Invoices, Quotations, Credit Notes, Inventory Transfer)
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Click Add (+)
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Select the field type (Date, Checkbox, Time, Integer, Decimal, Text)
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Enter the field name
- To add new additional fields, click the (+) sign
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Click Save
The field will appear immediately in the documents of this service.
Can I edit the field name or type after creating it?
Yes.
You can edit the field name and type even if it is already used in previous documents.
Steps:
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Go to Settings
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Select Additional Fields
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Select the Service
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Edit the field name or type
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Click Save
The change will be applied immediately.
Can I delete an additional field?
Yes, you can delete the field even if it has been used previously.
Steps:
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Go to Settings
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Select Additional Fields
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Select the Service
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Click the delete icon next to the field
Very Important:
When you delete the field:
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It will be deleted from all documents
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All previously entered data in it will be deleted
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It cannot be recovered after deletion
Deletion is permanent and cannot be undone.
Can I recover a deleted field?
No.
An additional field cannot be recovered after deletion.
Can I make an additional field mandatory?
No.
An additional field cannot be made mandatory when saving the document.
Does the additional field appear in printing?
Yes, but you must add it to the document design.
Steps:
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Go to Settings
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Select General Settings
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Select the required document settings (such as Sales Invoices)
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Scroll down to the bottom of the page
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Click Open Designer
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Place your cursor where you want the field to appear
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Click on (…) in the toolbar
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Select “Additional Fields”
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Add the required field
After saving, the field will appear in the print.
What happens if I add a new field after creating old documents?
If you add a new field:
It will appear in old documents as well.
You can:
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Go to the Invoices or Documents page
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Click View next to the required document
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Scroll down to the Additional Information tab
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Fill in the field
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Then Save
Can I use additional fields in advanced analysis?
Yes.
You can use additional fields in advanced analysis within reports such as:
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Income Statement
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Balance Sheet
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Trial Balance
When using advanced analysis, you can filter by the additional field.
Can I filter documents by additional fields?
Yes.
You can filter business documents such as Sales Invoices by the additional field from the filtering options.
Also, after filtering:
You can export the results to Excel through the export option.
The difference between deleting a field and deleting a value within a document
Deleting a value from within a document:
It affects only that document.
Deleting the field from settings:
It completely removes the field from the system and deletes all its previous data from all documents.
Using additional fields as cost centers
You can use additional fields as analytical cost centers.
But be careful:
It is an analysis tool only and does not affect the accounting calculations themselves.
Practical examples of using additional fields
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Analyzing sales for each sales representative
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Comparing branch profitability
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Determining product storage location
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Tracking driver name in each delivery process
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Tracking collection method
Training Course
You can watch the training course for additional fields via the link:
https://www.youtube.com/watch?v=ubGgar00cmQ
Setting up additional fields for POS users:
- For more details on setting up fields for POS users, you can visit the dedicated link:
Here is a helpful link to clarify how to analyze financial statements through additional fields: You can analyze financial statements using the Advanced Analysis feature through the following links:
Keywords for inquiry:
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