Make it Feel Like Home: Require or Hide Fields

Jennifer Maroney — Tue, 03 Mar 2009 11:49:00 GMT

In my last Make it Feel Like Home post, I talked about changing the display name of fields to match the language of your organization. Well, I thought the ability to require or hide fields would be a good follow up. Making a field required ensures the field contains the appropriate information before the record can be saved. On the other hand, if there are fields which you don't want to be used, you can remove the field from the record. Requiring or hiding a field increases the accuracy and consistency of data entry.

Here are some examples of fields you can hide or require (not all fields can be hidden or made required):

General Ledger: Project start date or grant type
Accounts Payable: Invoice number or purchase order Department
Accounts Receivable: Invoice date or recurring invoice service provider
Fixed Assets: Asset ID or asset location
Payroll: Department ID or nickname

As with changing field names, you cannot hide or require all fields in FE. The easiest way to determine if the options are available is to follow the steps below. If the checkbox is available, you're good to go. Here are the steps:

Log in as Supervisor or as a user with supervisor rights.
In Configuration, click Fields.
Highlight the appropriate record type.
To make a field required, mark the checkbox in the Required column.
To hide a field, mark the checkbox in the Hidden column.

Stay tuned for more helpful hints to make The Financial Edge feel more like... home.

Talk to you soon!

Make it Feel Like Home: Change Field Names

Jennifer Maroney — Thu, 19 Feb 2009 12:11:00 GMT

What's in a field name? That which we call department by any other name would still report the same. OK, so I am not Shakespeare. If you are tired of continually translating field names on reports and records for coworkers because the names do not match your org's terminology, I have the thing for you...simply change the field name. So it is not that simple since you can't rename all fields, but there are several you can, which can make your life easier. The simplest way to know if the name can be changed is to follow the steps below; if the Display as field is yellowed out, you can't change the name.

Follow these steps to change the field name or check if the name can be changed:

In Configuration, click Fields.
Highlight the record type.
Locate the field name to change.
In the Display As column, enter the new name for the field.
Note: The new name can't be more characters than the original name. If it is, the new field name will be cut off on records and reports.

Stay tuned for more helpful hints to make The Financial Edge feel more like... home.

Talk to you soon!

The Ledger : field customization

Make it Feel Like Home: Require or Hide Fields

Make it Feel Like Home: Change Field Names