Custom Layout Designer

Question

Document1.pdf 
 Good morning, 
 I'm new to Sage One Accounting and the Custom Layout Designed Module, so if this is a silly question, please just tell me... 
 
 I need to create a new invoice that meets the criteria of our government customers. As you can see on the attached document, I need to add these six fields to all my invoices. 
 
 Now, I have added these to the "Comments" section just under the Account, but this would mean that I have to retype this for every invoice. 
 
 The other option I tried is to add Labels for the required fields, but now I don't know how to add the data of each label to the invoice... 
 
 Do you have any advise for me regarding these additional fields? 
 
 Kind regards, 
 
 Chris

Kay Ramahala · Accepted Answer

Hi Chris, 
 The above could be achieved with the use of User Defined Fields . 
 These fields, however, are limited (please see below)... 
 
 From what I can see in your example you require 6 alphanumeric values which can only be done with " Text Fields " (above). 
 To make these fields appear you would select them from the "Document Line" (for items) section of the layout designer. 
 
 The same concept above would apply if it a customer user defined field. You would add the text fields from the customer section... 
 
 Because it looks like you need 6 fields, I would maybe try and input 2 sets of data in one field. 
 ie. "Make, Model & Mileage" 
 Please let me know if you need more details on the above? 
 Kind Regards

Sage Accounting

Custom Layout Designer

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