Enhanced interface

Define custom fields for business-specific data

Customize Sage Intacct for your specific business needs: Add custom fields that you define to objects with an easy-to-use wizard.

Subscription	Customization Services or Platform Services
Regional availability	All regions
User type	Business user with admin privileges
Permissions	Permissions to the Customization Services or Platform Services application

Can't find this feature?

Access to certain features in Customization Services or Platform Services are based on your administrative privileges. See the table below to determine what kind of administrator you need to be for each feature. Learn more about Permissions for Customization and Platform Services.

Feature	Permissions needed
Custom fields Smart events Smart rules Smart link clicks Smart link fetches	Business user type Limited or Full administrative privileges Permissions to the Customization Services or Platform Services application
Custom applications, including hosted files Custom packages Custom objects Custom menus Conversion and import maps Email templates Platform Triggers Unique indexes Workflows Document templates Only full administrators can edit page layouts on standard pages.	Business user type Full administrative privileges Permissions to the Platform Services application Only full administrators can access Platform Services features because only they can change the behavior of Sage Intacct pages.
Approving the installation of custom applications with user-defined dimensions (UDDs)	Business user type Full administrative privileges Permissions to the Platform Services application Permission to approve installation of custom applications with user-defined dimensions (granted by a different administrator) We recommend limiting this permission to one or two admin users who control the authorization and installation of applications with UDDs. The installation of applications with UDDs must be authorized. There might be an associated cost for the company installing the application, UDDs cannot be uninstalled after they are in use, and transaction and report processing times can increase as UDDs are added.

Before adding a custom field, review the Help for the areas that you want to customize. For example, to create custom fields for inventory items, go to inventory items and review the definitions, data types, and purpose of the existing fields.

Depending on your subscriptions, do one of the following:
- Go to Platform Services > All > Object customization and select Add (circle) next to Custom fields.
- Go to Customization Services > All > Object customization and select Add (circle) next to Custom fields.
From the dropdown list, select the Object to which you want to add a custom field and select Next.

If you select Order Entry transaction detail, Inventory Control transaction detail, or Purchase Order transaction detail for your Object, a second selector field for Document type appears. The document type represents the transaction definitions to which the customization is added. You can configure a customization to apply to multiple transaction definitions at once.

Select the data type you want to use for your custom field and select Next.
Enter a label that helps your user understand what type of data they need to enter in the field.

Optionally, add labels for different languages:

To choose the language to use for the label or labels, select Add labels for different languages.

Prerequisite: Ensure that Enable developer translation tools is on. Go to Company > Setup and select Company to edit this setting.

A dialog appears to define language labels.

The language selection only applies to the labels and not to the field data.

You can select from the following languages:

English (Australia)
English (United States)
English (United Kingdom)
English (South Africa)
French (France)
French (Canada)
German (Germany)
Spanish (Spain)

The company’s default language determines the base language from which custom object, custom field, and relationship labels are defined. For example, if UK English is the company's default language, the custom object's base labels default to UK English.

The user's language preference overrides the company language preference.

If the user's language preference is not defined in the label, the label defaults to the company language preference.

Let's say that you:

Set UK English as the company's default language.
Defined a custom object with a label for German but not for French.

If you have a user whose language preference is set to German, they see the German label. Users whose language preference is set to French see the label displayed in UK English.

Custom labels defined for multiple languages appear in all locations within Sage Intacct that single language labels appear.

Define the data type field characteristics; options will vary slightly based on the data type you selected. Select Next.
Select deployment options and then Done when you finish.

Deployment options indicate whether the field is required and where you want it to appear in Intacct.

You cannot specify the order in which custom fields appear.

Deployment options

Deployment options and their descriptions.
Option	Description
Field is required	Makes the field required. Depending on the field type, the user must enter a value or select an option in order for the object to be saved.
Field is hidden	Hides the field so that it is not displayed on the page. This option is primarily used by developers.
Field is inactive	Hides and deactivates the field, but retains any data previously saved in the field. Select this option if you are no longer using the field, but you want to retain data previously entered in the field.
Section where field appears	Specifies the section to which you want to add the field. You can add a field to an existing section or create your own section. To add the field to an existing section: For the Section where field appears, enter the name of the section exactly as it appears on the page. For the Tab where field appears option, select the tab on which the section appears. To add the field to a new section: For the Section where field appears, enter the name that you want to use for the section. For the New tab where field appears option, select an existing tab or enter a new name to place the section on a new tab.
Tab where field appears	Specifies the tab on which the field appears. You can select an existing tab, or enter the name of a new tab