You must have administrator privileges to update user settings. If you don’t have access, please contact your company’s Super Admin.
What are Custom Data Fields?
Custom data fields are user-defined, extra fields that store additional information about a data object, going beyond the standard or built-in fields. They allow for more specific data collection and organisation, such as if you would use the supplier again.
1) Log onto your account, which will take you to the dashboard;
2) From the dashboard please go into ‘Settings’ from the menu on the left hand side, from this dropdown go to Custom Data Fields;
FAQs
What does Report Key mean? It can also refer to a specific type of report in certain contexts, such as a "Will use supplier again".
Priority -The higher the number the lower down in the list will appear.
Visible -Always or Never (Or you can add a Custom Rule that will allow you to set the situation it is shown).
Required? - Choose whether this field must be filled to submit the transfer.
Dependencies - This could be a Clients Name, Cost Center, Good Supplier, PO #.
For Custom Fields for Virtual Card Transactions, you need to remember to select it, in ‘Required To”;