Field descriptions: Custom fields

If an object does not have the field you need, custom fields offer a way to capture business-specific data in Sage Intacct using the data type that you require. The following table describes each data type available for custom fields.

Custom field data types and their descriptions.
Field data type Description

Checkbox

A single checkbox that reports a value of true for checked and false for unchecked. A checkbox is a simple way to capture information like true/false flags for an object.

If you create a checkbox field with a default value, the default applies only to new records and not preexisting ones.

Currency

Currency is handled differently than numbers. Currency is used with symbols in reports, in multi-currency applications, and is often rounded.

Date

You can use a date field to allow users to enter dates or you can auto fill them with the current date. Date fields follow a standard input of MM/DD/YY. Consider adding this information to your field description.

Email

Email addresses follow a standard format of name@domain.com. Fields set for email input validate that the proper format is used.

Number

Numbers are handled differently than other strings because they’re used for computations. If the numeric data entered in this field is used as part of a mathematical equation, set it as a number data type.

Percent

Percents are numbers that are input and displayed with the decimal moved two places to the right. If the user is working with percentages, giving them an input field set up as a percentage can save time and confusion.

Picklist

A picklist helps maintain a consistent set of variables within your data and saves time for the user entering it. Consider using a picklist when you want the input limited to a defined set of options. The maximum number of picklist items you can add is 1,000.

Picklist multi-select

You might need users to be able to select multiple options from a list. In these cases, use Picklist multi-select. Users can use the Shift key + click to select consecutive values or the Ctrl key + click to select non-consecutive values.

Sequence

A sequence field autofills with the next value in a series, such as inserting an invoice number higher than the last invoice number.

Text

Use to create a field for a short text string or for a number that should be treated as text.

Text area

Use for long strings of text, such as a notes field or a description of services. The text area data type provides users with a multi-line field to input text.

URL

A URL has a unique format and properties. By identifying a field as a URL, Intacct treats the data as a link and validates the format.

Password

A password is masked while it’s being entered. Instead of characters, only bullets are visible.

Custom field characteristics

Use the following table as a reference when defining field characteristics for custom field data types.

Required and optional characteristics of custom field data types.
Field data type Required characteristics Optional characteristics

Checkbox
  • Label: The text you want to show next to the field in the user interface.
  • Default value: The state of the field when the user first encounters it. Checked means that the field will automatically be checked until the user unchecks it. Unchecked means that the field will be unchecked until the user checks it.
  • Field ID: This is the ID of the field as it will appear in the Catalog and the list of custom fields. Intacct will auto-suggest an ID based on the Label.
  • Description: Information to help the user understand the purpose and use of this field.

Currency
  • Label: The text you want to show next to the field in the user interface.
  • Length: Number of digits allowed to the left of the decimal point.
  • Decimal places: Number of digits shown to the right of the decimal point.
  • Field ID: This is the ID of the field as it will appear in the Catalog and the list of custom fields. Intacct will auto-suggest an ID based on the Label.
  • Description: Information to help the user understand the purpose and use of this field.

Date
  • Label: The text you want to show next to the field in the user interface.
  • Field ID: This is the ID of the field as it will appear in the Catalog and the list of custom fields. Intacct will auto-suggest an ID based on the Label.
  • Default to today’s date: Checkbox that always defaults field to the current date.
  • Description: Information to help the user understand the purpose and use of this field.

Email
  • Label: The text you want to show next to the field in the user interface.
  • Field ID: This is the ID of the field as it will appear in the Catalog and the list of custom fields. Intacct will auto-suggest an ID based on the Label.
  • Description: Information to help the user understand the purpose and use of this field.

Number

  • Label: The text you want to show next to the field in the user interface.
  • Length: Number of digits allowed to the left of the decimal point.
  • Decimal places: Number of digits shown to the right of the decimal point.
  • Field ID: This is the ID of the field as it will appear in the Catalog and the list of custom fields. Intacct will auto-suggest an ID based on the Label.
  • Description: Information to help the user understand the purpose and use of this field.

Percent
  • Label: The text you want to show next to the field in the user interface.
  • Length: Number of digits allowed to the left of the decimal point in a percentage format. For example, 50 shows up as 50% and is numerically stored as 0.5.
  • Decimal places: Number of digits shown to the right of the decimal point in a percentage format. For example, one decimal point number such as 0.5 shows up as 0.5% and is numerically stored as 0.005.
  • Field ID: This is the ID of the field as it will appear in the Catalog and the list of custom fields. Intacct will auto-suggest an ID based on the Label.
  • Description: Information to help the user understand the purpose and use of this field.

Picklist
  • Label: The text you want to show next to the field in the user interface.

  • Pick values: Values from which the user can select. Values are separated by a carriage return.

    If you selected Enable tab on enter key in your personal preferences (Login name > My preferences > Display section), then press Shift + Enter to separate picklist values.

  • Field ID: This is the ID of the field as it will appear in the Catalog and the list of custom fields. Intacct will auto-suggest an ID based on the Label.
  • Use first value as default: Checking this box automatically selects the first value until changed by the user. When left unchecked, the field will have no value until the user selects one from the list.
  • Sort list alphabetically: Automatically sort the list in alphabetical order. Left unchecked, the list will show in the same order in which you entered them.
  • Description: Information to help the user understand the purpose and use of this field.

Picklist multi-select
  • Label: The text you want to show next to the field in the user interface.
  • Pick values: Values from which the user can select. Values are separated by a carriage return.

    If you selected Enable tab on enter key in your personal preferences (Login name > My preferences > Display section), then press Shift + Enter to separate picklist values.

  • Field ID: This is the ID of the field as it will appear in the Catalog and the list of custom fields. Intacct will auto-suggest an ID based on the Label.
  • Use first value as default: Automatically selects the first value until changed by the user. When left unchecked, the field will have no value until the user selects one from the list.
  • Sort list alphabetically: Automatically sorts the list in alphabetical order. Left unchecked, the list will show in the same order in which you entered them.
  • Number of rows to display: Indicates how many values are displayed in the dropdown menu. Additional values can be accessed using a scroll bar that's available when the number of values exceeds the number of rows.
  • Description: Information to help the user understand the purpose and use of this field.

Sequence
  • Label: The text you want to show next to the field in the user interface.
  • Document numbering scheme: Format of the numbers to be input in this field. Select from a list of existing auto-numbering formats in Intacct.
  • Field ID: This is the ID of the field as it will appear in the Catalog and the list of custom fields. Intacct will auto-suggest an ID based on the Label.
  • Description: Information to help the user understand the purpose and use of this field.

Text
  • Label: The text you want to show next to the field in the user interface.
  • Length: Number of characters allowed.
  • Field ID: This is the ID of the field as it will appear in the Catalog and the list of custom fields. Intacct will auto-suggest an ID based on the Label.
  • Description: Information to help the user understand the purpose and use of this field.

Text area
  • Label: The text you want to show next to the field in the user interface.
  • Number of rows to display: The height of the field by rows. If the user types beyond the number of available rows, a scroll bar will appear to help the user navigate the field.
  • Field ID: This is the ID of the field as it will appear in the Catalog and the list of custom fields. Intacct will auto-suggest an ID based on the Label.
  • Description: Information to help the user understand the purpose and use of this field.

URL
  • Label: The text you want to show next to the field in the user interface.
  • Field ID: This is the ID of the field as it will appear in the Catalog and the list of custom fields. Intacct will auto-suggest an ID based on the Label.
  • Description: Information to help the user understand the purpose and use of this field.
Password
  • Label: The text you want to show next to the field in the user interface.
  • Field ID: The ID of the field as it will appear in the Catalog and the list of custom fields. Intacct will auto-suggest an ID based on the Label.
  • Description: Information to help the user understand the purpose and use of this field.

Custom fields list

The following tables describe each item on the Custom fields list.

Custom fields list column field descriptions
Field Description

Edit

Edit the associated custom field.

View

View the details of the associated custom field.

Field ID

The ID used by an API or merge field for the specific field. Spaces are not allowed in the name.

Data type

The kind of information in the field, such as text, decimal, integer, etc.

Object

The data object the field belongs to, such as customer, supplier, AR sales invoice, etc.

Document type

If the field you defined was created on an Order Entry, Purchase Order, or Inventory transaction, this column displays the type of transaction definition.

Customization records can be configured to apply to multiple transaction definitions at once.

Package name

This column indicates if the field is part of an installed package. If the field is part of an installed package, you cannot edit it directly. That field has to be updated in the source company and reinstalled with the package.

Delete

Delete the corresponding custom field.
Custom fields list button field descriptions
Field Description

Add

Add a new custom field.

Done

Return to the Customization or Platform Services application map.

Export

Export the Custom Reports list in CSV, Excel, Word, or PDF format.