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Custom Fields

Custom Fields let you add your own extra data fields to a record — capturing information that doesn't exist as a standard field in MyBooks. For example, you might add a Warranty Period field to your items, or a Preferred Language field to your contacts. Custom Fields are different from Tags: a Tag is a label you apply to a transaction to filter reports later, while a Custom Field is a genuinely new data field that shows up right on a record's form every time you create or edit one.

Custom Fields are available on:

  • Business Profile (Settings > Business Profile)
  • Items (the Item form)
  • Contacts (the Contact form)

Adding a Custom Field​

  1. Open the record type you want to extend — for example, go to Master Data > Items and open (or start creating) an item. For Contacts, do the same from Master Data > Contacts. For your Business Profile, go to Settings > Business Profile.
  2. On the Item and Contact forms, switch to the Custom Fields tab; on Business Profile, scroll to the custom fields area of the page.
  3. Click Add Custom Fields.
  4. Enter a Field Label — this becomes the name shown next to the field (e.g. "Warranty Period").
  5. Click Save.

The new field now appears on this form for every record of that type — so once you add "Warranty Period" to Items, it shows up on every item you create or edit, not just the one you were on when you added it.

Editing Your Custom Fields​

To reorder, hide, or remove custom fields you've already added:

  1. On the same Custom Fields area of the form, click Modify Custom Fields.
  2. Drag fields into the order you want them to appear.
  3. Uncheck a field to hide it from the form without deleting its data, or use the delete option to remove it.
  4. Click Save.

Filling In Custom Field Values​

Once a custom field exists, it just appears as a regular input alongside the record's other fields — fill it in like any other field and click Save on the record. Each record keeps its own value for the field, so a "Warranty Period" you set on one item has no effect on any other item.