Defining Custom Fields

Custom Fields without ONESOURCE Trust Tax Tools

Custom Fields with ONESOURCE Trust Tax Tools

The field description that displays in the list of columns on the Register Properties page.
The title used as a column heading when the field is included in a register.
The number of decimal places to show for numeric fields as well as the maximum number of characters allowed for text fields.

Planning Custom Fields

Account Custom Fields Setup
Asset Custom Fields Setup
Beneficiary Custom Fields Setup
Sale Custom Fields Setup
State Custom Fields Setup
Tax Lot Custom Fields Setup
Transaction Custom Fields Setup

Defining Custom Fields

Select
SETUP
,
Customize
then
Fields
. The following graphic shows the
Customize Fields
collapsible section on the Fields page:
Select the custom field you want to define from the
Category
drop-down list. Selections include:
Account
Asset
Beneficiary
Sale
State
Tax Lot
Transaction
Select the type of field you want to add from the
Field Type
drop-down list. Selections include:
Text
Lists
Numbers
Dates
Select
Search
.
The grid is updated to show the applicable custom fields. Custom fields that are currently in use display with a check mark in the check box in the
On
column and the fields that can be edited have a white background. For custom fields that are not currently in use, the check box in the
On
column is cleared and the row's background is gray.
If you do not want to use a custom field, you can turn it off so it is not available to add to registers. To turn off a custom field, select the check box in the
On
column to clear the check mark.
Turn on the custom field you want to define by selecting the check box in the
On
column.
Use the custom field information you entered in your Microsoft Excel workbook to complete the
Description
and
Title
fields. Remember, the description is how the field is recognized in the list of columns on the Register Properties page. The title is shorter than the description, and it is used as a column heading when the field is included in a register.
Complete one of the following for the field type you are adding:
Field Type	Steps to Complete for Field Type
Text	Use the Characters Allowed field to specify the maximum number of characters that can be entered in the field. This is helpful if you want tax preparers to enter a code or if the information will be exported for use in a different software application. note The Characters Available field shows the maximum number of characters that are allowed in the custom field.
Lists	Select the List link to display a pop-up window. If you want a list value to show in the drop-down list as a default, enter the value in the If no user entry, the field will show field. Complete the following to add list values: In the grid row that includes the text, "Please select here to add new row," enter the first list value in the Dropdown List field then press the TAB key. Enter the list order number for the list value in the List Order field. The list order determines how the list values are sorted in the drop-down list. Press the TAB key to add the first list value to the grid. Repeat steps a through d to continue with adding the list values. When you finish, select Save then Close to return to the Customize Fields collapsible section on the Fields page.
Numbers	If necessary, use the Precision field to enter the number of digits that can be entered to the right of the decimal point. If you do not enter a number in this field, the number will display as a whole number.
Select
Save
.