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Record extra information with custom fields in Reckon One

This article has changes awaiting an upcoming release. Please do not publish these changes until the feature has been released.

Learn how to use custom fields in Reckon One to record and display extra information about customers, invoices and your company.  

About custom fields

Custom fields are extra fields you can create to record additional information on your company, customers and invoices. Once the fields are created, you can then enter information against them, and (for invoice custom fields) display this information on invoices customers receive. 

Custom field types

There are 4 types of custom field - company, customer, invoice and item.

Company custom fields
  • Apply to your business and are useful for storing business license/registration number, NDIS number etc.
  • Appear on the Book settings screen.
Customer custom fields
  • Apply to customer records, and are great for tracking customer-specific details like account numbers, NDIS number etc.
  • Appear when creating or editing a customer.
Invoice custom fields
  • Apply to invoices and are ideal for adding extra details like job numbers or delivery instructions.
  • Appear when creating an invoice (and on the invoice the customer receives) if the custom field has been set to show on the invoice template being used. See more about how to customise the information that shows on an invoice template.
Item custom fields
  • Apply to items and are ideal for adding extra details like serial number, colour, size, or length of time spent on a service.
  • Appear when creating or editing an item

Create custom fields

You can create up to 8 active custom fields per type (company, customer, invoice and item). To create custom fields:

  1. Go to Settings (cog icon in the top right corner), General, Custom fields. 
  2. Click on the arrow next to the type of custom field (Customers, Invoices, Company, Item) you wish to create.  
  3. Click Create. 
  4. Enter the Custom field label. This will be the name of the field. We suggest using a clear and descriptive name for your custom fields, so you can easily recognise it when entering data.
  5. Click Create. 
  6. The custom field will then appear in the relevant section in Reckon One, for you to enter information against.

Edit, delete or make custom fields inactive

To edit, delete or make a custom field inactive (so it does not appear in the relevant section of Reckon One for you to enter information against):

  1. Go to Settings (cog icon in the top right corner), General, Custom fields. 
  2. Click on the arrow next to the type of custom field (Customers, Invoices, Company, Item) you wish to edit, delete or make inactive.  
  3. Click on the checkbox next to the relevant custom field to select it. 
  4. To delete, click Delete. 
  5. To make it inactive, click Status, then Inactive. 
  6. To edit the name of the custom field, click on the record and change the name of the field. 
  7. Click Save.

Display custom fields on invoices

To choose which custom fields display on an invoice, customise the information that’s displayed on your invoice template. 

Read more


Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/reckonone

Or log a Support Ticket: https://www.reckon.com/au/support/

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