Description

SoftLedger has the ability to add custom information to the transactions and Journal Entries used to run your business. In some instances, it makes more sense to use a field, and in others, in makes more sense to use a dimension.

Definitions

• Custom Field - Add fields to certain objects (such as Invoices, Customers, Bills, or Purchase Orders) when the default canned fields don't supply enough or the right criteria for your organization. Custom Fields can be added at the line item level or at the object level (e.g. the Invoice line item level detail OR the Invoice as a whole).
• Custom Dimension - Line item level dimension that can be added to any Document (Journal Entry, Invoice. etc.). These are commonly used for creating a dimension that is relevant for your organization (e.g. Property, Region, Salesperson, etc.).

Example

See the example +New Purchase Order form below with a Custom Field and a Custom Dimension:

Important Considerations:

• Custom Fields can have many different input types such as free from fields, select list, number fields, etc., while Custom Dimension can only be options from a select list.
• Custom Dimensions can be used as a Report Type filter on Financials to be able to split out reports by the Custom Dimension, while Custom Fields can not.
• Custom Dimensions can remain on Documents as they are transferred from one to another (e.g. a Sales Order creating a Purchase Order), but Custom Fields can not.