- From the main menu click on “Accounting“.
- Click on “Accounting Settings“.
- Select the “Assets Custom Fields” tab.
- The system will display a set of fields in the left column menu, such as single-line, multi-line, number, dropdown, checkbox, date, and others.
- Press and hold the desired field, then drag it to the empty space until a frame appears indicating the field’s position on the screen.
- A floating screen for “Field Settings” will appear, including:
- Properties: Set the basic settings for the field such as field label, instructions, initial value, placeholder, and more.
- Validation: Select the required options for the added field, such as required, make unique, filter using the field, and list using the field, as needed.
- Layout: Specify the field size, the option to display the field in a single line, and the option to hide the field, as needed.
- Click the “Save” button to save the entered or selected settings.
- Click the “X” symbol to remove the field.
- Click the “Gear Icon” to edit the field.
- Drag the field up or down to switch its position with other fields.
- Click the “Save” button to save all the added fields.