You can capture more information about your nominal account record using the Custom fields on the Custom tab of a nominal account record.
As default on a new database, you can only see 2 custom fields which accept 100 alphanumeric characters, however more can be added and where more custom fields have been configured for your nominal account records, you will see more fields available for you.
You can also add extra custom fields to a nominal record and if your security profile permissions allow you to do so.
Add extra custom fields to the nominal record
Click System then Options and then click Custom Fields.
Click on the Nominal tab, then click on the Edit button at the top of the screen.
Select the checkboxes in front of the fields that you would like to add to the Custom tab for a customer record.
Once you are done, click Save.
Log out of Financials and then log back in so the changes take place. You can see the extra custom fields on the Custom tab when you are creating a new record or when you are editing one.
There are 4 major custom field groups which are:
User Characters allowing 20 alphanumeric character entry.
There are 6 user character fields that can be set up.
User Numbers allowing 14 alphanumeric character entry.
There are 3 user number fields that can be set up.
User Dates which allows you to select a specific date.
There are 3 user date fields that can be set up.
User Flags which allow you to have a checkbox against date or records.
There are 3 user flag fields that can be set up.
Populate the Custom tab for a new nominal account record
To populate custom fields for a customer record, follow the steps below:
Click Financials then click Accounts.
Note: All nominal accounts are displayed for you. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Click the + New Record button at the right hand-side of the Nominal Accounts screen.
Click on the Custom tab and enter the relevant details and once you are done, click Save.
Populate the Custom tab for an existing nominal account record
Click Financials then click Accounts.
Note: All nominal accounts are displayed for you. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
In the Code or Name column, click the hyperlink, the underlined text.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow icon on the right-hand side middle of the screen.Click on the Edit button at the bottom of the screen to set the record into edit mode, then click the Custom tab and enter the relevant details and once you are done, click Save.
Note: If you can see the Close button instead of the Edit button, it means that you don't have access to edit nominal account records.