Organizations - Field Configuration tab

By default, all fields are localized for a set of supported languages automatically, including English. However, if you do not want to use the default field name for a specific organization, it is possible to provide a new name for one or more fields.

For example, if one of the organizations always uses Voucher Number on its invoices instead of the more common Invoice Number, it is possible to change that field label so that users see Voucher Number when processing invoices from this organization.

At the top of the screen, the following option is available.

Language

Select a language from the list to update field captions.

The value for this option is set to English by default.

Below the Language list, a table is populated values for the fields on an invoice. The following columns are available.

Field Name

This column lists all of the field names that may be on an invoice. Any field with a period (.) preface represents a field that is displayed on the Lines tab. For example, .PO Number.

This column is read-only and cannot be modified.

Visible/Mandatory

The value in this column indicates whether a field is visible on the form to end users, or if it is mandatory. Because each organization has a different invoice form, it is possible that one never displays a field, while others do. This column enables you to configure which fields appear on the form during production.

Select one of the three possible values for this column from the list.

  • Visible

  • Mandatory

  • Hidden

Fields with a value of Visible are displayed on the form. Fields with a value of Mandatory are visible on the form and it is mandatory that they have a value. Fields with a value of Hidden do not appear on the form.

Caption

By default, each field has a default caption. You can change the caption of one or more fields for an organization as needed.

Fields marked with an asterisk (*) indicates to the user that a field requires a value during processing.

Tip If an asterisk is added to the caption and the Visible/Mandatory value is not Mandatory, it is still possible to submit a form without a value for that field. For the best results, add an asterisk to those fields that are set to Mandatory only.

Below the table, the following option is available.

Update other languages

When selected, the changes you make to the current language are also applied to the other languages.

The following button is available at the bottom of the table.

Update

Applies the changes to the selected field.

If the Update other languages setting is selected, the changes are applied to all languages.