Custom field groups allow you use a different subset of custom fields for specific transaction categories. To create a custom field group, open the Custom Field Groups Dashboard from the custom field dashboard's Actions button (Administration -> Custom Fields).

Click Add a Custom Field Group from the custom fields groups dashboard's Actions button.

Enter the custom field group information:

  • Name - Custom field group name
  • Type - Select the transaction type the custom field group is going to be used.   When selected, the custom fields available to that type will be displayed.   Select the relevant fields for that group.
  • Is Default - Select yes if the group is required as the default.

Add additional custom field groups as required.

Once the custom field groups have been created, they can be managed from the custom field groups dashboard.  Edit or Delete as required.

When creating compatible transactions which have been assigned custom field groups, select the required fields via the Custom Field Group dropdown: