{"id":11879,"date":"2023-11-02T11:57:26","date_gmt":"2023-11-02T11:57:26","guid":{"rendered":"https:\/\/www.greytrix.com\/africa\/?p=11879"},"modified":"2026-02-05T09:55:18","modified_gmt":"2026-02-05T09:55:18","slug":"configuring-custom-field-in-sage-intacct","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/africa\/configuring-custom-field-in-sage-intacct\/","title":{"rendered":"Configuring Custom Field in Sage Intacct"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"11879\" class=\"elementor elementor-11879\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-c53b5b9 elementor-section-content-middle elementor-section-full_width elementor-section-height-min-height elementor-section-height-default elementor-section-items-middle\" data-id=\"c53b5b9\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;shape_divider_bottom&quot;:&quot;triangle&quot;,&quot;shape_divider_bottom_negative&quot;:&quot;yes&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t<div class=\"elementor-shape elementor-shape-bottom\" aria-hidden=\"true\" data-negative=\"true\">\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 1000 100\" preserveAspectRatio=\"none\">\n\t<path class=\"elementor-shape-fill\" d=\"M500.2,94.7L0,0v100h1000V0L500.2,94.7z\"\/>\n<\/svg>\t\t<\/div>\n\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-d7fd5b3\" data-id=\"d7fd5b3\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-64e8639 elementor-hidden-desktop elementor-hidden-laptop elementor-hidden-tablet elementor-hidden-mobile elementor-widget elementor-widget-text-editor\" data-id=\"64e8639\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>To support your specific business practices, many activities related to Customization Services require data that is captured in custom fields. These fields are unique to your organization and are used to capture business-specific data in Sage Intacct. If a particular object does not have the field you need, you can create custom fields to capture the data. Once created, you can add these fields to standard forms, such as Customer Master or Sales Order, to access and utilize the data.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8cc7f93 animated-fast elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"8cc7f93\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;zoomIn&quot;,&quot;_animation_mobile&quot;:&quot;none&quot;,&quot;_animation_tablet&quot;:&quot;none&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Configuring Custom Field in Sage Intacct<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-c4bd1d3\" data-id=\"c4bd1d3\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-57a2023 elementor-widget elementor-widget-image\" data-id=\"57a2023\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"406\" height=\"325\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-banner-img.webp\" class=\"attachment-full size-full wp-image-11698\" alt=\"Configuring Custom Field in Sage Intacct-banner-img\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-banner-img.webp 406w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-banner-img-300x240.webp 300w\" sizes=\"(max-width: 406px) 100vw, 406px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-b834f72 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"b834f72\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f2bda12\" data-id=\"f2bda12\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-53986a3 elementor-widget elementor-widget-heading\" data-id=\"53986a3\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Configuring Custom Field in Sage Intacct<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ee5b9c9 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"ee5b9c9\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bfba180 elementor-widget elementor-widget-text-editor\" data-id=\"bfba180\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>To support your specific business practices, many activities related to Customization Services require data that is captured in custom fields. These fields are unique to your organization and are used to capture business-specific data in Sage Intacct. If a particular object does not have the field you need, you can create custom fields to capture the data. Once created, you can add these fields to standard forms, such as Customer Master or Sales Order, to access and utilize the data.<\/li><\/ul><p>\u00a0<\/p><ul><li><strong>Define Custom Fields: &#8211;<\/strong> Make Sage Intacct work for your business by easily adding custom transaction fields with a wizard.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ea39c97 elementor-widget elementor-widget-text-editor\" data-id=\"ea39c97\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"text-decoration: underline;\"><strong>Pre-requisites:<\/strong><\/span><\/p><ul><li><strong>Subscription: &#8211;<\/strong> Customization Services or Platform Services. Please find the below screenshot of the module to configure the same.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a09735e elementor-widget elementor-widget-image\" data-id=\"a09735e\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1917\" height=\"903\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img1.webp\" class=\"attachment-full size-full wp-image-11654\" alt=\"Configuring Custom Field in Sage Intacct-img\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img1.webp 1917w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img1-300x141.webp 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img1-1024x482.webp 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img1-768x362.webp 768w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img1-1536x724.webp 1536w\" sizes=\"(max-width: 1917px) 100vw, 1917px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-17266cb elementor-widget elementor-widget-text-editor\" data-id=\"17266cb\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong>Scenario: &#8211;<\/strong> Let\u2019s take an example; while adding a new customer, we need to define a custom field as \u201c<strong>Customer Bank Name<\/strong>\u201d where the user must put the bank&#8217;s name for reference. However, to achieve the above requirement, we need to add the customize field on the customer master.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-29d1173 elementor-widget elementor-widget-text-editor\" data-id=\"29d1173\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<strong>Here are the steps you should follow to initiate the process:<\/strong>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-80679b7 elementor-widget elementor-widget-text-editor\" data-id=\"80679b7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul>\n \t<li><strong>Step 1: &#8211; <\/strong> Go to Application >> Platform Service >> then click on + Icon besides custom field<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0c606f4 elementor-widget elementor-widget-image\" data-id=\"0c606f4\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1913\" height=\"903\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img2.webp\" class=\"attachment-full size-full wp-image-11655\" alt=\"Configuring Custom Field in Sage Intacct-img\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img2.webp 1913w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img2-300x142.webp 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img2-1024x483.webp 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img2-768x363.webp 768w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img2-1536x725.webp 1536w\" sizes=\"(max-width: 1913px) 100vw, 1913px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-972e7a3 elementor-widget elementor-widget-text-editor\" data-id=\"972e7a3\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong>Step 2 : &#8211; <\/strong> The below window will flash on your screen. Select the appropriate object\/transaction from the list where you need to add the custom field; in the current scenario, we will select Customer as we need to add a custom field as <strong>\u201cCustomer Bank Name\u201d<\/strong> on the <strong>Customer<\/strong> Master and select <strong>\u201cNext.\u201d<\/strong><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c17978 elementor-widget elementor-widget-image\" data-id=\"5c17978\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1380\" height=\"643\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img3.webp\" class=\"attachment-full size-full wp-image-11656\" alt=\"Configuring Custom Field in Sage Intacct-img\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img3.webp 1380w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img3-300x140.webp 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img3-1024x477.webp 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img3-768x358.webp 768w\" sizes=\"(max-width: 1380px) 100vw, 1380px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-76a6717 elementor-widget elementor-widget-text-editor\" data-id=\"76a6717\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong>Step 3 : &#8211; <\/strong> After appearing on the below screen, Select the appropriate data type for the field. We will select <strong>the \u201cText\u201d<\/strong> data type as our custom field consists of alphanumeric characters. And then, Click on <strong>\u201cNext.\u201d<\/strong><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e233679 elementor-widget elementor-widget-image\" data-id=\"e233679\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1385\" height=\"644\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img4.webp\" class=\"attachment-full size-full wp-image-11657\" alt=\"Configuring Custom Field in Sage Intacct-img\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img4.webp 1385w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img4-300x139.webp 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img4-1024x476.webp 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img4-768x357.webp 768w\" sizes=\"(max-width: 1385px) 100vw, 1385px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-16637b0 elementor-widget elementor-widget-text-editor\" data-id=\"16637b0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong>Step 4 : &#8211; <\/strong> <strong>Field Characteristics<\/strong>: In the below section, give the proper Field label, Length, Field Id, and Description, which will help the user to understand what type of data to enter. Click on <strong>\u201cNext.\u201d<\/strong><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eee5d43 elementor-widget elementor-widget-image\" data-id=\"eee5d43\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1377\" height=\"642\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img5.webp\" class=\"attachment-full size-full wp-image-11658\" alt=\"Configuring Custom Field in Sage Intacct-img\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img5.webp 1377w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img5-300x140.webp 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img5-1024x477.webp 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img5-768x358.webp 768w\" sizes=\"(max-width: 1377px) 100vw, 1377px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9dea2ec elementor-widget elementor-widget-text-editor\" data-id=\"9dea2ec\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul>\n \t<li><strong>Step 5 Choose Deployment option : &#8211; <\/strong> This will help to analyze where the field needs to appear on the screen and also helps to mark it as mandatory, Hidden, and Inactive.  <\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-52521e4 elementor-widget elementor-widget-image\" data-id=\"52521e4\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1380\" height=\"646\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img6.webp\" class=\"attachment-full size-full wp-image-11662\" alt=\"Configuring Custom Field in Sage Intacct-img\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img6.webp 1380w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img6-300x140.webp 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img6-1024x479.webp 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img6-768x360.webp 768w\" sizes=\"(max-width: 1380px) 100vw, 1380px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dfdfa42 elementor-widget elementor-widget-text-editor\" data-id=\"dfdfa42\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Please find the below deployment option for your perusal:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d74002b elementor-widget elementor-widget-text-editor\" data-id=\"d74002b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol Type=\"A\">\n \t<li><strong>Field is required : &#8211; <\/strong> Makes the field required. Depending on the field type, the user must enter a value or select an option to save the object.<\/li>\n \t<li><strong>Field is hidden : &#8211; <\/strong> Hides the field so that it is not displayed on the page. This option is primarily used by developers<\/li>\n \t<li><strong>Field is inactive : &#8211; <\/strong> Hides and deactivates the field but retains any data previously saved in the field. Select this option if you no longer use the field but want to maintain data once entered in the field.<\/li>\n \t<li><strong>Section where field appears : &#8211; <\/strong> Specifies the Section to which you want to add the field. If you need to include a new section in your document, you can either create a custom section or add a field to an existing one.<\/li>\n<\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1dbb542 elementor-widget elementor-widget-text-editor\" data-id=\"1dbb542\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>To add the field to an existing section:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-493b7bf elementor-widget elementor-widget-text-editor\" data-id=\"493b7bf\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul>\n \t<li>For the Section where the field appears, enter the name of the section exactly as it appears on the page<\/li>\n \t<li>For the Tab where field appears option, select the tab on which the section appears<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4d1b6c9 elementor-widget elementor-widget-text-editor\" data-id=\"4d1b6c9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<strong>To add the field to a new section:<\/strong>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2114684 elementor-widget elementor-widget-text-editor\" data-id=\"2114684\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul>\n \t<li>For the Section where the field appears, enter the name that you want to use for the section<\/li>\n \t<li>For the New tab where field appears option, select an existing tab or enter a new name to place the section on a new tab<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8530e3d elementor-widget elementor-widget-text-editor\" data-id=\"8530e3d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol type=\"a\">\n \t<li><strong>Tab where field appears : &#8211; <\/strong> Specifies the Tab on which the field appears. You have the option to either choose an existing tab or enter a name for a new tab.<\/li>\n<\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3ad2033 elementor-widget elementor-widget-text-editor\" data-id=\"3ad2033\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\tAfter setting up the custom field, you can put the \u201cCustomer Bank Name\u201d of the particular Customer, as shown below in the screenshot.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c634b0f elementor-widget elementor-widget-image\" data-id=\"c634b0f\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1378\" height=\"643\" src=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img7.webp\" class=\"attachment-full size-full wp-image-11663\" alt=\"Configuring Custom Field in Sage Intacct-img\" srcset=\"https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img7.webp 1378w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img7-300x140.webp 300w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img7-1024x478.webp 1024w, https:\/\/www.greytrix.com\/africa\/wp-content\/uploads\/2023\/10\/Configuring_Custom_Field_in_Sage_Intacct-img7-768x358.webp 768w\" sizes=\"(max-width: 1378px) 100vw, 1378px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1a46adc elementor-widget elementor-widget-text-editor\" data-id=\"1a46adc\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\tAs per the above scenario, we understand that setting up the custom fields will help us meet the basic requirements in any business transaction. Users can create multiple fields without code through the front end to meet your requirements.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7985494 elementor-widget elementor-widget-heading\" data-id=\"7985494\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">About Us<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6ae4f81 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"6ae4f81\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-03ea0c2 elementor-widget elementor-widget-text-editor\" data-id=\"03ea0c2\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"abt-us\" >\n<a style=\"color: #c71d22;\" href=\"https:\/\/www.greytrix.com\/africa\/\">Greytrix Africa<\/a> is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for <a style=\"color: #c71d22;\" href=\"https:\/\/www.greytrix.com\/africa\/product\/sage-solutions\/sage-x3\/\">Sage X3<\/a>, <a style=\"color: #c71d22;\" href=\"https:\/\/www.greytrix.com\/africa\/product\/sage-solutions\/sage-300\/\">Sage 300<\/a>, <a style=\"color: #c71d22;\" href=\"https:\/\/www.greytrix.com\/africa\/product\/sage-solutions\/sage-300-people\/\">Sage 300 People (HRMS)<\/a>, <a style=\"color: #c71d22;\" href=\"https:\/\/www.greytrix.com\/africa\/product\/sage-solutions\/sage-crm\/\">Sage CRM<\/a>, and Sage Intacct, which covers East Africa, West Africa, SADC, and Middle East region. We offer professional services such as Implementation and Configuration, Business Process Analysis, Project Management, Integrations and Migrations, and Technical &amp; Functional Support, along with enhancements within Sage X3, Sage 300 People (HRMS), Sage 300, Sage CRM, and Sage Intacct across various industry verticals like Process Manufacturing (Food &amp; Beverages, Chemical), Discrete manufacturing (Automotive, Textile &amp; Apparel), Non-Profit, Health-care Industry and Services Industry (Financial, Software &amp; Engineering), Distribution (Transportation &amp; Logistics), and Agriculture.\n<\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4823439 elementor-section-content-middle envato-kit-141-top-0 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" 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aria-hidden=\"true\" class=\"e-font-icon-svg e-eicon-chevron-right\" viewBox=\"0 0 1000 1000\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M696 533C708 521 713 504 713 487 713 471 708 454 696 446L400 146C388 133 375 125 354 125 338 125 325 129 313 142 300 154 292 171 292 187 292 204 296 221 308 233L563 492 304 771C292 783 288 800 288 817 288 833 296 850 308 863 321 871 338 875 354 875 371 875 388 867 400 854L696 533Z\"><\/path><\/svg>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-pagination\"><\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>To support your specific business practices, many activities related to Customization Services require data that is captured in custom fields. These fields are unique to your organization and are used to capture business-specific data in Sage Intacct. If a particular object does not have the field you need, you can create custom fields to capture [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":11698,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-11879","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Configure Custom Fields in Sage Intacct for Business Solutions<\/title>\n<meta name=\"description\" content=\"You can personalize your data collection and improve your decision-making process by customizing Sage Intacct with custom fields.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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