Custom Fields let you add extra fields to forms and transactions to capture information specific to your business.
These fields extend Manager's standard fields, allowing you to track exactly what matters to your organization.
To access custom fields, navigate to Settings tab, then click Custom Fields.
You'll see five types of custom fields available, each designed for different kinds of information.
Text Custom Fields — Store text information such as reference numbers, project codes, or notes. Choose from single-line fields, multi-line paragraph fields, or dropdown lists with predefined options.
Number Custom Fields — Capture numerical values like quantities, measurements, or ratings. When used on line items, these fields automatically calculate totals.
Date Custom Fields — Record dates using a calendar picker. Perfect for tracking expiry dates, due dates, or any other time-sensitive information.
Checkbox Custom Fields — Create yes/no options for binary choices. Useful for flags like 'Priority', 'Tax exempt', or 'Approved'.
Multiple Value Custom Fields — Allow selection of multiple options from a list. Ideal for categorizing with tags or attributes where items can belong to multiple categories.
Custom fields can be used throughout Manager in three key ways:
• As columns in transaction lists for quick visibility
• On printed documents through footer templates
• In advanced queries for powerful reporting and analysis
Make custom field values visible in transaction lists by clicking Edit columns.
Select which custom fields to display as columns, making it easy to see important information at a glance.
Learn more about column customization: Edit columns
Include custom field values on printed invoices, quotes, and other documents using Footers.
Footers use merge tags to pull custom field data into your document templates.
Learn how to use footers: Footers
Advanced Queries unlock the full potential of custom fields for reporting.
Filter transactions by custom field values, sort by custom dates, group by categories, or create complex criteria combining multiple custom fields.
This enables you to build reports that match your exact business requirements.
Learn about advanced queries: Advanced Queries