| Add custom fields to your records |
Description | Sage 50 Accounts contains custom fields that you can rename and use to store additional information. You can even add these to your reports and layouts. |
Resolution | Where are the custom fields? Custom fields are available to enter information to in the following areas: Customers | Customer records | Click Customers, select the required record, click New/edit and click Defaults. | Quotations | Click Quotations, select the required quotation, click Edit and click Order. | Invoices and credits | Click Invoices and credits, select the required invoice or credit, click Edit and click Order. | Sales orders | Click Sales orders, select the required order, click Edit and click Order. | Suppliers | Supplier records | Click Suppliers, select the required record, New/edit, then click Defaults. | Purchase orders | Click Purchase orders, select the required invoice or credit, click Edit and click Order. | Products and services | Product records | Click Products and services, select the required record, click New/edit and click Web. | Projects | Project records | Click Projects, select the required record, click New/edit, and click Analysis. | Rename the custom field labels You can change the name of the custom fields to further customise your experience. |
|