Tax & Accounting Blog

Using the Custom Fields Feature in Accounting CS

CS Professional Suite Accounting & Auditing Solutions August 9, 2013

You can set up custom fields to track and report on information in any field you choose within Accounting CS. Here’s how to use the Custom Fields feature:

  1. Choose Setup > Custom Fields, then choose the data-entry screen (Firm, Staff, Clients, Employees, Vendors, or Customers) for which you want to create the custom field.
  2. In the Description field, enter the description to display as the field label in the application. The description must be unique, and it can contain up to 50 alphanumeric characters.
  3. Select a field type from the list in the Type field. Available field types include:
    • Check Box: Creates a check box field that is unmarked by default.
    • Date: Creates a date field in which a date can be entered either manually or selected from an onscreen calendar attached to the field.
    • List: Creates a field in which you can select an option from a drop-down list. You must specify the items that appear in the list, as described in the Creating list entries for custom fields help topic.
    • Number: Creates a field in which only numerals and decimal points may be entered. An entry can be made manually or calculated using an onscreen calculator attached to the field.
    • Staff List: Creates a field with a drop-down list that includes all active staff members within your 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.
  4. In the Sort field, specify 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 will be 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 will be displayed first, the Class field second, and the Destination field third in the Custom Fields tab.
  5. Click Enter to save your changes.