Custom Fields in the VAT4U System
Written by VAT4U Team
Updated at October 21st, 2024
Table of Contents
If you need to capture very specific additional information on each single Expense, you can use Optional fields (already pre-defined by VAT4U), or, use Custom Fields. They will be available in Data Entry and when crating reports.
Custom fields allow you to include additional information tailored to your specific needs and internal company requests. We have compiled a list of predefined custom fields based on feedback from previous clients for your convenience. You can easily deactivate these options by simply unchecking the box to the right if you prefer not to receive those suggestions:
Creating a Custom Field
If the predefined fields do not meet your requirements, you can easily create your own custom fields. All you need to do is to scroll down to find this button:
To create a new custom field, follow these steps:
Click on "Create a New Field": This option allows you to initiate the process of adding a custom field.
Fill in the Field Details:
- Field Name: Enter a descriptive name for your custom field.
- Default Field Value: Set a default value that will appear in the field.
- Select Field Type: Choose the appropriate type for the field, such as text or numeric.
Make it Required: You can mark this field as required for all documents generated by VAT4U by checking the appropriate box.
We highly recommend prioritizing the use of Optional Fields over Custom Fields. The primary reason is that, unlike Optional Fields, Custom Fields cannot be filtered in the Manage Expense table. Additionally, when exporting data, all Custom Fields are combined into a single column, whereas Optional Fields have a separate column for each field.
