Custom fields

Custom fields collect details Accountable doesn't track out of the box, like a job code, a guest reservation number, or whether a purchase was an emergency.

Create a custom field

1. Go to Settings > Account > Custom Fields.
2. Click Add Custom Field.
3. Enter the Custom field name.
4. Choose the Custom field type:
   • Text: a single line of text.
   • Text area: a longer note.
   • Select: pick one option from a dropdown.
   • Radio: pick one option from a short list shown all at once.
   • Checkbox: tick one or more options.
5. For Select, Radio, and Checkbox, add each Option.
6. Use Preview to see how it will look, then save.

Edit or delete a custom field

Open the field from the list to make changes. To remove it, click delete and confirm. Deleting a custom field can't be undone.

Show a custom field on the text link

To have field staff fill in a custom field at the time of purchase:

1. Go to Settings > Account > Transaction Links.
2. Edit Link Fields and add your custom field.
3. Save.

Where custom fields appear

• In the Custom Fields section of each transaction in Transactions.
• On each split line, so you can record different values per line.
• In Export Expenses with Line Items, with a column for each custom field.

Tip: Use Radio for questions with two or three answers, like "Owner approved? Yes / No." It's one tap on a phone.