How to add custom fields in Peakflo's Accounts Payable Payments?

To add custom fields, follow the steps below: 

1. Log in as Admin. Go to "Settings" ⚙️ and click on "Custom Fields" under general settings.
   
   
   
   
2. Click the blue "Add New" button at the top right.
   
   
   
   
3. Once a popup appears, fill out the following fields:
   
   a. Name: The name of the custom field when managing employees could be department, country, etc.
   
   
   b. Type: Set how the data should be filled by your internal teams, such as in the form of input, number, list, multi-list, multi-file, or date.
   
   

   Here's a breakdown:
   
   Input: custom field to add text.
   

   
   Number: Custom field to add numbers
   
   
   List: Custom field to choose only one item from a pre-defined list
   
   
   Multi-List: Custom field to choose more than one item from a pre-defined list.
   
   Date: Custom field to add a date from the calendar
   
   

   c. Description: Describe the purpose of the custom field to help your internal teams understand how to fill it out. 
   
   
   
   
4. Now click on the Visibility tab and tick where you'd like the custom fields to appear with the following configurations: 
   
   
   • Visible: visible as a field in the edit form
     
     
   
   
   • Visible on the table: visible in the table view
     

FAQ

Do custom fields of type “Number” support decimals?
Yes, number-type custom fields support decimal values. You can enter both whole numbers and numbers with decimals.