--- title: "Create a Custom Field" slug: "create-a-custom-field" description: "Create a custom field: name the field, add options, and assign it to a transaction record type." updated: 2025-11-21T16:49:18Z published: 2025-11-21T16:49:18Z canonical: "docs.restaurant365.com/create-a-custom-field" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Create a Custom Field [Custom fields](/doc/docs/custom-fields) can be created from the [Custom Fields page.](/doc/docs/custom-fields-page) --- ## Security Users with the following permission can create a custom field: - Administration → Custom Fields → Create Custom Field --- ## Create a Custom Field Follow these steps to create a custom field: *Click steps to expand for additional information and images.* ****1)** Navigate to the [**Custom Fields page**](/doc/docs/custom-fields-page).** A) Open the **Admin** application. B) Expand the **System** category. C) Select **Custom fields**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FIBAJ7UH.png?sv=2026-02-06&spr=https&st=2026-11-06T22%3A32%3A30Z&se=2026-11-06T23%3A32%3A30Z&sr=c&sp=r&sig=4ShmkWEdU4O70DzaHed4wIWMfSLBe%2F4Xs710twxOuuA%3D) The [custom fields page](/doc/docs/custom-fields-page) will open. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VHFKSK7R.png?sv=2026-02-06&spr=https&st=2026-11-06T22%3A32%3A30Z&se=2026-11-06T23%3A32%3A30Z&sr=c&sp=r&sig=4ShmkWEdU4O70DzaHed4wIWMfSLBe%2F4Xs710twxOuuA%3D) ****2)** Click **+ Add Field.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ITFI1QBE.png?sv=2026-02-06&spr=https&st=2026-11-06T22%3A32%3A30Z&se=2026-11-06T23%3A32%3A30Z&sr=c&sp=r&sig=4ShmkWEdU4O70DzaHed4wIWMfSLBe%2F4Xs710twxOuuA%3D) A blank [custom field record](/doc/docs/custom-field-record) will open. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ONI1DZRD.png?sv=2026-02-06&spr=https&st=2026-11-06T22%3A32%3A30Z&se=2026-11-06T23%3A32%3A30Z&sr=c&sp=r&sig=4ShmkWEdU4O70DzaHed4wIWMfSLBe%2F4Xs710twxOuuA%3D) ****3)** Enter the custom **field name.**** The name entered in this field will appear on the records where it has been added. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XH6ARN82.png?sv=2026-02-06&spr=https&st=2026-11-06T22%3A32%3A30Z&se=2026-11-06T23%3A32%3A30Z&sr=c&sp=r&sig=4ShmkWEdU4O70DzaHed4wIWMfSLBe%2F4Xs710twxOuuA%3D) ****4)** Click + **Add Option** to add desired options to the custom field.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-82RW4L9A.png?sv=2026-02-06&spr=https&st=2026-11-06T22%3A32%3A30Z&se=2026-11-06T23%3A32%3A30Z&sr=c&sp=r&sig=4ShmkWEdU4O70DzaHed4wIWMfSLBe%2F4Xs710twxOuuA%3D) A new row will populate where users can enter the option name and set the option status. ****5)** Enter the **Option Name** then review the option status.** New options are set to active by default. Uncheck the checkbox to deactivate the option. > [!NOTE] > Inactive options remain on approved transactions, but are will not be displayed in new or unapproved transactions. even if the transaction was previously approved. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CVCKGHEA.png?sv=2026-02-06&spr=https&st=2026-11-06T22%3A32%3A30Z&se=2026-11-06T23%3A32%3A30Z&sr=c&sp=r&sig=4ShmkWEdU4O70DzaHed4wIWMfSLBe%2F4Xs710twxOuuA%3D) Repeat steps 4 and 5 until all desired options for the custom field have been added. ****6)** Click **+ Add record** then select the desired record in the dropdown.** Custom fields can be added to AP Invoice records, AP Credit Memos, and Journal Entries. Each record can have up to 3 active custom fields. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FGD7J6SZ.png?sv=2026-02-06&spr=https&st=2026-11-06T22%3A32%3A30Z&se=2026-11-06T23%3A32%3A30Z&sr=c&sp=r&sig=4ShmkWEdU4O70DzaHed4wIWMfSLBe%2F4Xs710twxOuuA%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BZFKRD9L.png?sv=2026-02-06&spr=https&st=2026-11-06T22%3A32%3A30Z&se=2026-11-06T23%3A32%3A30Z&sr=c&sp=r&sig=4ShmkWEdU4O70DzaHed4wIWMfSLBe%2F4Xs710twxOuuA%3D) Records are added individually. Repeat this process until all desired records have been added to the custom field. ****7)** Once added, set the record options: **Show in details** and **Active.**** - [**Show in details:**](/doc/docs/custom-fields-on-transactions) When enabled**,** custom fields can be individually applied by detail line in the record. - **Active:** Marks the record as active or inactive for use with the custom record. New records are set to active by default. Uncheck the checkbox to deactivate the record. - > [!NOTE] > Inactive records that are approved will continue to display the custom field, while new and unapproved records will not. If an approved record is unapproved, the custom field is removed. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IC850SWZ.png?sv=2026-02-06&spr=https&st=2026-11-06T22%3A32%3A30Z&se=2026-11-06T23%3A32%3A30Z&sr=c&sp=r&sig=4ShmkWEdU4O70DzaHed4wIWMfSLBe%2F4Xs710twxOuuA%3D) Repeat this process for all records to be added to the custom field. ****8)** Click **save.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BMDOJAYE.png?sv=2026-02-06&spr=https&st=2026-11-06T22%3A32%3A30Z&se=2026-11-06T23%3A32%3A30Z&sr=c&sp=r&sig=4ShmkWEdU4O70DzaHed4wIWMfSLBe%2F4Xs710twxOuuA%3D)