This article explains custom fields in Qoyod, their value for tailoring the system to your organization’s needs, the sections that support them, and how to add a new custom field.
Path in Qoyod
Settings › Custom Fields
Why Use Custom Fields
Custom fields let you tailor Qoyod to your organization’s needs for collecting data and analyzing revenues and costs. Common uses include:
- Treating them as cost centers.
- Specifying a product’s location within a specific section of the warehouse.
- Measuring each sales rep’s sales separately.
- Comparing the profitability of projects or branches.
Sections That Support Custom Fields
You can add up to 5 custom fields for each of the following sections:
- Customers.
- Suppliers.
- Manual journal entries.
- Products.
- Sales invoices and quotations.
- Purchase orders and purchase invoices.
Add a New Custom Field
- From the “Settings” dropdown menu, select “Custom Fields”.
- Select the service you want to add a field to.
- Choose the field type: Qoyod validates the entered data based on the type.
- Enter the field name.
- To add a second custom field, click the (+) icon.
- Click “Save”.
Advanced Analysis
Financial statements can be analyzed using custom fields through the “Advanced Analysis” feature, available in:
- Income Statement.
- Statement of Financial Position (Balance Sheet).
- Trial Balance.
