Request: Conditional Custom Fields Based on Dropdown Selection

1

Hi Manager.io Team,

I’d like to request support for conditional custom fields — where a field appears only when a specific value is selected in another field.

Example:
If Payment Method = Cheque, then show fields like Cheque Number and Clearing Date.
If Bank Transfer, show Transaction Reference, etc.

This would make data entry cleaner and avoid confusion.

Hope you consider adding this feature. It would be very useful for many users!

Thanks,

2

Why do this with custom fields? The features you ask for are already built into the program.

3

are you taking about server edition ?? . if already in desktop version pls show me how to … whow select payment method and add its reference. if its check than its show heck no input option. or upi than upi refrence no etc.

4

Welcome to the forum @SHREE_NARAYANA,

I think what @Tut means is that this information has its place within Manager and do not require Custom Fields for the most part:

  • Transaction reference goes to Description or Reference if you don’t use an internal reference sequence
  • Cheque number also goes to Description or Reference if you don’t use an internal reference sequence
  • Cleared date is built in field, assuming you have checked Can have pending transactions when you setup your bank account

The only remaining part is the “Payment method” which you can create a custom field for if you like.

1 Like
5

You are correct, @Ealfardan. But the method of payment issue may also be covered. For a cash account, obviously the payment is by cash. A check number entered as a reference clearly indicates payment via check. The transaction Description field could also contain all necessary information.

All I am saying is that using Manager for multiple businesses for more than a decade, I have never had a need for custom fields to indicate payment methods. That has always been clear from context and standard fields.

3 Likes
6

When I do a ‘New Receipt’ for an invoice, I use the ‘Reference’ field to show what you’re asking for:
CASH
ACH (for bank transfers)
CK# xxxx
VISA- (Last 4 digits of the card), AmEx-, MC- DiISC- Etc.

This info then prints on the invoice as well so the customer can see how payment was made and allows me to more easily reconcile my payment accounts.