Custom Fields screen

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Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Custom fields enable you to track information that is not tracked in the application's default configuration. You can create an unlimited number of custom fields for the firm, staff, clients, employees, vendors, and customers. When you add a custom field, a Custom Fields tab is available for use in the screen for which the new field is created.

Choose Setup > Custom Fields and then choose Firm, Staff, Clients, Employees, Vendors, or Customers to create new custom fields for the specified screen.

Choose Setup > Custom Fields and then choose Firm, Staff, Clients, Employees, Vendors, or Customers to create new custom fields for the specified screen.

Note: For each custom field that is created, a corresponding variable is created in the Report Designer that you can use to generate reports that includes that information. (Example of the Custom Fields variables in the Report Designer)

custom field variables list

Special information

Fields & buttons

Description. Enter a unique description to use as the field label. The description can include up to 50 alphanumeric characters, dashes, commas, apostrophes, slashes, and spaces.

  • Type. Select the custom field type. If data has been entered for this custom field in any data-entry screen and that data conforms to the selected type, this field will be disabled.
    • Check Box. Creates a checkbox that can be marked or unmarked during data entry.
    • Date. Creates a date field with a drop-down arrow. During data entry, the date can be entered manually or selected from an onscreen calendar attached to the field.
    • List. Creates a field with a drop-down list. When you select the List type, the list grid becomes available for you to enter the list of items to include in the drop-down list. See Creating list entries for custom fields for more information.
    • Number. Creates a number field with a drop-down arrow. During data entry, the value can be entered manually or calculated using the onscreen calculator attached to the field. Only numerals and a decimal point may be entered in a Number field during data entry.
    • Staff List. Creates a field with a drop-down list. The drop-down list includes the ID and name of all active staff set up for the firm.
    • Text. Creates a free text field. When you select the Text type, the Length field becomes available for you to specify the maximum number of characters (up to 100) that may be entered in the text field during data entry.
  • Length. Enter the maximum number of characters that may be entered in the text field during data entry. This field is available for only Text type fields. 
  • Sort. Enter the order in which you want the field to appear in the Custom Fields tab of the specified data-entry screen. If you use the same Sort number for more than one field, those items are alphabetized by Description within that sort number. For example, if you assign a field named "Company" a sort order of 0 and fields named "Class" and "Destination" a sort order of 1, the Company field is displayed first, the Class field second, and the Destination field third in the Custom Fields tab.

Related topics

Setting up custom fields

Creating list entries for custom fields

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