Creating Cost Centre Custom Fields - Connect Platform

1. 1. Click on Settings

   

2. 2. Click on Portal Settings

   

3. 3. Click on Custom Fields

   

4. 4. Click on Cost Centre

   

5. 5. Click on Cost Centre Custom Fields option menu.

   

6. 6. Click on Edit

   

7. 7. Click on Add Another Custom Field

   

8. 8. Type in the Display Name for the Cost Centre Custom Field you wish to create.

   

9. 9. Type in the API Name for the Cost Centre Custom Field you wish to create with no spaces.

   

10. 10. Click on the data type you wish to set for the custom field, String or Single Select. The Single Select data type will allow you to create values to choose from.

    

11. 11. Click on Where to display. By default Cost Centre Maintenance Pages will be selected.

    

12. 12. Click on Standardised GL if you wish this Custom Field to be shown in the General Ledger Report.

    

13. 13. Click on Save