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Set up your firm and staff

Set up custom fields

You can set up custom fields to track information that's not normally tracked by the application. For each custom field that you set up, the application creates a corresponding variable for use in the Report Designer.
Do the following to set up custom fields:
  1. Select
    Setup
     then
    Custom Fields
    , and then choose the data-entry screen you want to create the custom field for.
  2. In the
    Description
     field, enter the description to display as the field label in the application. The description needs to be unique and can contain 50 alphanumeric characters including dashes, commas, apostrophes, slashes, and spaces.
  3. Select a field type from the list in the
    Type
     field:
    • Check Box.
       Creates a checkbox 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 you can select an option in from a dropdown. You'll need to specify the items that appear in the list.
    • Number.
       Creates a field only numerals and decimal points may be entered in. An entry can be made manually or calculated using an onscreen calculator attached to the field.
    • Staff List.
       Creates a field with a dropdown 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 can be entered in the text field during data entry.
  4. In the
    Sort
     field, 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 1 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 1st, the Class field 2nd, and the Destination field 3rd in the Custom Fields tab.
  5. Select
    Enter
     to save your changes.

This article applies to:

  • Product: Workpapers CS
  • Subject: Clients,Setup