Articles on: Settings

COA - Additional Fields in DPO

In this section, you can define additional fields related to the chart of accounts. These custom fields offer more flexibility when capturing purchase order (P.O.), Invoices and Expenses.

Create a New Custom Field

Open Settings > COA-Additionlas Fields
Click “Create New Version”.
You can then add a new field or edit existing fields.

Enter the desired field name under “Name” (for example, cost center, cost type, or project code)
Select the appropriate Input Type
Define where the field should be visible
Decide whether the field should be mandatory for P.O.s, invoices, or expense reports
Click “Save”

Data Entry Types

For each custom field, up to five input formats are available. These are included in the export.

COA → Link to an account from the chart of accounts

Value List → Select from a predefined list

Text → Free text field for manual input

Letters → Only letters are allowed

Numbers → Only numbers are allowed

Visibility & Required Fields

You can individually specify where the field should be visible and/or required:

Visible: The field appears, for example, in the P.O., invoice or topsheet
Required: The field must be filled out to complete the validation/creation process

Simply check the boxes in the "Visible" and "Required" columns according to your requirements
Don't forget to confirm your entries by clicking "Save"

New Field? Update Required

Whenever a field is created or edited, the system automatically creates a new version. This means that all active P.O.s, invoices, and expense reports must be manually updated in order to apply the new fields.

You can recognize this by the reload next to the account fields. Click the icon and save the document to apply the updated data.