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- Login into interworks.cloud BSS and access the Setup mode. Then from the main menu, go to the "Office" tab and choose the "Account" option. In the Account module, under the section "Other Customizations" click on "Custom Fields".
- On the "Custom Fields" screen click on the "Add" button. A new pop up window appears.
Complete the necessary information of the new account custom field. Below you will find the most basic details for the new field as well as the values that you need to fill in:
Name: The name of the field that will be displayed at the BSS account should have a name such as "Tax 15%" or "VAT 15%" so that it is clear.
Type: The type of the value should be "Boolean". Choose the option from the drop-down menu.
Group: The group the field will belong to should be "Custom Fields". Choose the option from the drop-down menu.
Ordering: If there is more than one field at the group, this signifies the ordering rank. Not important in our case.
Value Suffix: Please leave it as is (empty).
Description: In this free-text box you can write anything relative to the custom field, that will help you remember its use.
Compulsory field: If this field is compulsory, it will have to be filled. You can enable it if you wish, but it is not important in our case.
Set custom field as search criterion: This enables the use of the field at the search facility of the system. You can enable it if you wish, but it is not important in our case.
Display Rule (selection): Please leave it as is (default [Select...]).
Default Value: Signifies a specific, 'default' value for every entity. Please leave it as is (disabled).
After you have finished with the completion of the information on the new account custom field you can click on the "Save and Close" option at the bottom of the pop-up window.
rw-ui-text-box size mediumtextbox-macro type tip For cases where your locale supports more than one VAT values, please note that you must contact our support team to accommodate your taxation calculation needs since a different approach along with custom coding will be required.
- After you have finished with the creation of the account's custom field you may proceed with the second step.
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There are two sets of necessary changes that the following instructions, guide the user to perform.
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For the following steps, a developer with JSON knowledge should continue with the changes inside the JSON file, to avoid any mistakes in the configuration process. The JSON standard that we utilize is the JUST which stands for JSON Under Simple Transformation. Please note that our BSS platform will not be affected by the calculation of the Total Amount during invoice generation. This JSON configuration affects only the "PUSH" method and the data sent towards the Quickbooks platform. |
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