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Create Custom Fieldsets on Owner Invoicing

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Background

You can now customise Owner Progress Claims with configurable fieldsets and custom fields, offering enhanced control over data tracking and reporting. This new experience aligns with the capabilities of the legacy tool, enabling you to capture unique, specific details that will automatically populate your PDF export templates.

Things to Consider

  • To prevent errors when prefilling progress claims, you cannot make additional fields 'Required' on Owner Progress Claims.

  • You can add up to 30 custom fields to a Fieldset.

  • To manage Fieldsets, you must have 'Admin' level permissions on the Company level Admin tool.

Prerequisites

To use this feature, turn on the Project Invoicing tool and join the Owner Invoicing beta.

Steps

  1. Navigate to the Company level Admin tool.

  2. Under Tool Settings, click Invoicing.

  3. Click the Fieldsets tab.

  4. Under Owner Progress Claims section.

  5. Click Create Fieldset and select Owner Progress Claims to start a new fieldset, or click Edit next to an existing one.

  6. To add a custom field:

    • Scroll to the section where you want to add the field.

    • Click Add Custom Field.

    • Select Create New or Choose From Existing.

    • Enter the field's information such as field name, type, and description).
      Note: The 'Required' checkbox is unavailable for Owner Progress Claim fields.

  7. Click Create and then click Save Changes to apply your changes.

See Also