Dear @lubos , after few days of playing with the new reporting tools I can say that probabily you are crating a perfect tool to match all the localization needs. I think that Manager, together with custom fields for the chart of accounts that I’ve already suggested, is still missing the possibility …

This is something I had in mind for quite some time. New custom reports only reinforce the need for this.

[image] Davide: share custom fields through different typology of data A report displaying a value from one of several variables (where the sub variable has the same name) requires The variable sets to be mutually exclusive, which maybe none trivial for the program to ascertain in the gene…

I think this may be the same as idea suggestion made by @generalegend on March 8th. [image] Idea: Different categories of Custom Fields The categories would be: Line item Custom Field Transaction Custom Field List Custom Field. The advantages of this would be:…

The solutions can be different (and I don’t know how Manager’s engine works!): Revert the perspective of how custom fields works. Now you choose the tab you want to assign them and then you create the custom field. In the new implementation one can create first the custom field and then assign it …

I used Accounting system before, where the system provide you with tags that can be enabled in any transaction screen. You may rename the tag, but the system will still recognize it as tag 1, tag 2,…etc. Maybe this is one way to do it. Just thought of sharing this.

Dear @lubos , any update about this idea?

This has been implemented in the latest version (22.8.12). It is now possible to have single custom field that can span multiple transaction types [image]

Thanks @lubos . Any idea on how to merge the duplicate ones now that they spread across different items?

The best solution to assist with transition would be generic find & recode which I didn’t implement yet. Currently it can be done with Batch Update but that is quite rough to use.

[image] lubos: Currently it can be done with Batch Update I’ve managed to use Batch Update to merge all my custom fields except for the one that is placed in lines in sales invoices and purchase invoices. This doesn’t appear as a column when in the Sales Invoices or Purchase Invoices tabs. Th…

Shared Custom Fields

AJD June 10, 2020, 12:07am 4

I think this may be the same as idea suggestion made by @generalegend on March 8th.

Topic		Replies	Views
[18.9.60] Improved custom reports (added visual query builder)	90	6029	November 11, 2018
Idea: Different categories of Custom Fields	12	760	March 10, 2020
Add ability to create custom fields for tax codes	15	806	July 4, 2019
Custom fields for chart of accounts	18	1549	June 13, 2022
Line - Custom Fields	3	843	October 21, 2020

Shared Custom Fields

Related topics